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SHORELINE ASSET MANAGEMENT, LLC
SHORELINE ASSET MANAGEMENT, LLC
SHORELINE WEALTH ADVISORS
NEW CASTLE, Indiana
·
3 registered advisors
·
CRD# 121764
SEC# 801-112736
6
765-593-2487
01
Firm Overview
AUM
$220M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SHORELINE ASSET MANAGEMENT, LLC
3 registered advisors
Marion Eugene Shore
NEW CASTLE, Indiana
CRD# 4561429
Robert Jay Bumbalough
NEW CASTLE, Indiana
CRD# 4561433
Timothy Brad Woodward
NEW CASTLE, Indiana
CRD# 6191791
05
Office Locations
NEW CASTLE, Indiana
3 advisors
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Data sourced from SEC Form ADV filings. SHORELINE ASSET MANAGEMENT, LLC (CRD# 121764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.