SHORE POINT ADVISORS, LLC

BRIELLE, New Jersey·1 registered advisor·CRD# 296848
SEC# 801-1204411732-876-3777
01

Firm Overview

AUM
$213M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHORE POINT ADVISORS, LLC

1 registered advisor
Jason C Lamb
BRIELLE, New Jersey
05

Office Locations

BRIELLE, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. SHORE POINT ADVISORS, LLC (CRD# 296848) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.