SHORELINE WEALTH ADVISORS

412 South Main Street
New Castle, Indiana 47362-3311
Tel: 765-593-2487

About SHORELINE WEALTH ADVISORS

SHORELINE WEALTH ADVISORS, formally registered with the SEC as SHORELINE WEALTH ADVISORS. The firm was established in 04/02/2018. They have over 7 offices throughout the country.

SHORELINE WEALTH ADVISORS is a New Castle, Indiana based Financial Planning firm with nearly $220,362,066 assets under management, offering retirement planning & investment advisory services to 680 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121764
SEC#	801-112736
Assets Managed by Firm	$220,362,066
No. of Clients	680
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	680	$220,362,066
Individuals (other than high net worth individuals)	208	$63,368,742
High net worth individuals	56	$155,548,065
Pension and profit sharing plans	3	$886,049
Charitable organizations	1	$142,942
Corporations or other businesses	2	$416,268

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