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Robert Jay Bumbalough

SHORELINE ASSET MANAGEMENT, LLC·NEW CASTLE, Indiana
Series 65Clean record23 years registeredSHORELINE ASSET MANAGEMENT, LLC
412 SOUTH MAIN STREET, NEW CASTLE, IN 47362-3311CRD# 4561433Firm CRD# 121764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Jay Bumbalough · NEW CASTLE, IN
Registration
CRD #4561433 · SHORELINE ASSET MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

PARKWOODS WEALTH PARTNERS, LLC
Aug 2025 – present
SHORELINE WEALTH ADVISORS
Nov 2002 – Dec 2025
NEW CASTLE, IN
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 6, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHORELINE ASSET MANAGEMENT, LLC
CRD 121764 · SEC 801-112736
AUM
$220M
Regulatory assets under management
Employees
10
680 client accounts
Services offered by SHORELINE ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SHORELINE ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Robert Jay Bumbalough offer?
Robert Jay Bumbalough specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEW CASTLE, Indiana for a consultation.
What are Robert Jay Bumbalough's credentials?
Robert Jay Bumbalough is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jay Bumbalough located?
Robert Jay Bumbalough 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 Robert Jay Bumbalough charge for services?
Robert Jay Bumbalough'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 at SHORELINE ASSET MANAGEMENT, LLC

Timothy Brad Woodward
NEW CASTLE, IN
Marion Eugene Shore
NEW CASTLE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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