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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