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Marion Eugene Shore

SHORELINE ASSET MANAGEMENT, LLC·NEW CASTLE, Indiana
Unclaimed Profile
412 SOUTH MAIN STREET, NEW CASTLE, IN 47362-3311CRD# 4561429Firm CRD# 121764
01

About

Marion Eugene Shore is a registered financial advisor based in NEW CASTLE, Indiana, affiliated with SHORELINE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHORELINE ASSET MANAGEMENT, LLC
SHORELINE WEALTH ADVISORS
AUM
$220M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SHORELINE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4561429
Firm CRD# 121764
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marion Eugene Shore offer?
Marion Eugene Shore specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW CASTLE, Indiana for a consultation.
What are Marion Eugene Shore's credentials?
Marion Eugene Shore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marion Eugene Shore located?
Marion Eugene Shore is based in NEW CASTLE, Indiana, working with SHORELINE ASSET MANAGEMENT, LLC. Their office serves clients in the NEW CASTLE metropolitan area and surrounding communities.
How does Marion Eugene Shore charge for services?
Marion Eugene Shore's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHORELINE ASSET MANAGEMENT, LLC?
SHORELINE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW CASTLE
Robert Jay Bumbalough — SHORELINE ASSET MANAGEMENT, LLCTimothy Brad Woodward — SHORELINE ASSET MANAGEMENT, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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