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Home > Retirement Planners > florida > neptune beach > SHORELINE EQUITY PARTNERS, LLC
SHORELINE EQUITY PARTNERS, LLC
310 3rd Street
Suite 301
Neptune Beach, Florida 32266
Tel: 904-222-6540
About SHORELINE EQUITY PARTNERS, LLC
SHORELINE EQUITY PARTNERS, LLC, formally registered with the SEC as SHORELINE EQUITY PARTNERS, LLC. The firm was established in 07/29/2020. They have over 1 offices throughout the country.
SHORELINE EQUITY PARTNERS, LLC is a Neptune Beach, Florida based Financial Planning firm with nearly $907,044,512 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301128 |
| SEC# | 801-119168 |
| Assets Managed by Firm | $907,044,512 |
| No. of Clients | 5 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $907,044,512 |
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