Unclaimed Profile

Peter Brett Franz

SHORELINE EQUITY PARTNERS, LLC·PONTE VEDRA BEACH, Florida

Clean recordSHORELINE EQUITY PARTNERS, LLC

135 PROFESSIONAL DRIVE, PONTE VEDRA BEACH, FL 32082CRD# 1621677Firm CRD# 301128

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Brett Franz · PONTE VEDRA BEACH, FL

Registration

CRD #1621677 · SHORELINE EQUITY PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Brett Franz is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with SHORELINE EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SHORELINE EQUITY PARTNERS, LLC

AUM

$907M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SHORELINE EQUITY PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1621677

Firm CRD# 301128

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Brett Franz offer?

Peter Brett Franz specializes in Retirement Planning. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.

What are Peter Brett Franz's credentials?

Peter Brett Franz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Brett Franz located?

Peter Brett Franz is based in PONTE VEDRA BEACH, Florida, working with SHORELINE EQUITY PARTNERS, LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.

How does Peter Brett Franz charge for services?

Peter Brett Franz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHORELINE EQUITY PARTNERS, LLC?

SHORELINE EQUITY PARTNERS, LLC has approximately 21 employees and manages $907M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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