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NORTH SHORELINE ADVISORS LLC
NORTH SHORELINE ADVISORS LLC
MOUNTAIN VIEW, California
·
1 registered advisor
·
CRD# 297224
SEC# 801-114870
0
650-557-2333
01
Firm Overview
AUM
$2M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: A PERCENTAGE OF INITIAL SUBSCRIPTION AMOUNTS.
03
Specialties
Retirement Planning
04
Advisors at NORTH SHORELINE ADVISORS LLC
1 registered advisor
Maria Lopresti Minguez
MOUNTAIN VIEW, California
CRD# 1919807
05
Office Locations
MOUNTAIN VIEW, California
1 advisor
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Data sourced from SEC Form ADV filings. NORTH SHORELINE ADVISORS LLC (CRD# 297224) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.