Home
›
Firms
›
SHORELINE EQUITY PARTNERS, LLC
SHORELINE EQUITY PARTNERS, LLC
NEPTUNE BEACH, Florida
·
7 registered advisors
·
CRD# 301128
SEC# 801-119168
0
904-222-6540
01
Firm Overview
AUM
$907M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at SHORELINE EQUITY PARTNERS, LLC
7 registered advisors
Daniel W Giddens
NEPTUNE BEACH, Florida
CRD# 6192714
Ian Wirtz Garland
PONTE VEDRA BEACH, Florida
CRD# 5540240
James Michael Brennan
PONTE VEDRA BEACH, Florida
CRD# 4544265
Jennifer Leigh Lada
PONTE VEDRA BEACH, Florida
CRD# 7214165
Michael Baker Hand
PONTE VEDRA BEACH, Florida
CRD# 4242640
Peter Brett Franz
PONTE VEDRA BEACH, Florida
CRD# 1621677
Zachary Scott Mittelmark
PONTE VEDRA BEACH, Florida
CRD# 7096458
05
Office Locations
PONTE VEDRA BEACH, Florida
6 advisors
NEPTUNE BEACH, Florida
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. SHORELINE EQUITY PARTNERS, LLC (CRD# 301128) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.