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

More Retirement Planning firms in New Castle, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in New Castle, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.