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Robert Jay Bumbalough

SHORELINE ASSET MANAGEMENT, LLC·NEW CASTLE, Indiana
Unclaimed Profile
412 SOUTH MAIN STREET, NEW CASTLE, IN 47362-3311CRD# 4561433Firm CRD# 121764
01

About

Robert Jay Bumbalough 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# 4561433
Firm CRD# 121764
No disclosures on file
View on FINRA BrokerCheck →

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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 in NEW CASTLE
Marion Eugene Shore — 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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