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SHORECLIFF ASSET MANAGEMENT COMPANY LLC
620 Newport Center Drive
Suite 1100
Newport Beach, California 92660
Tel: (949) 806-3980
About SHORECLIFF ASSET MANAGEMENT COMPANY LLC
SHORECLIFF ASSET MANAGEMENT COMPANY LLC, formally registered with the SEC as SHORECLIFF ASSET MANAGEMENT COMPANY LLC. The firm was established in 06/02/2023. They have over 1 offices throughout the country.
SHORECLIFF ASSET MANAGEMENT COMPANY LLC is a Newport Beach, California based Financial Planning firm with nearly $614,039,266 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324111 |
| SEC# | 801-128115 |
| Assets Managed by Firm | $614,039,266 |
| No. of Clients | 1 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $614,039,266 |
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