SHORELINE FINANCIAL ADVISORS, LLC

GUILFORD, Connecticut·2 registered advisors·CRD# 146040
SEC# 801-686880(203) 458-6800
01

Firm Overview

AUM
$223M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at SHORELINE FINANCIAL ADVISORS, LLC

2 registered advisors
Brendan Thomas Smith
GUILFORD, Connecticut
Patrick Mcleod Smith
GUILFORD, Connecticut
05

Office Locations

GUILFORD, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. SHORELINE FINANCIAL ADVISORS, LLC (CRD# 146040) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.