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Home > Retirement Planners > new jersey > brielle > SHORE POINT ADVISORS, LLC
SHORE POINT ADVISORS, LLC
402 Higgins Ave
Brielle, New Jersey 08730
Tel: 732-876-3777
About SHORE POINT ADVISORS, LLC
SHORE POINT ADVISORS, LLC, formally registered with the SEC as SHORE POINT ADVISORS, LLC. The firm was established in 03/05/2021. They have over 2 offices throughout the country.
SHORE POINT ADVISORS, LLC is a Brielle, New Jersey based Financial Planning firm with nearly $212,706,941 assets under management, offering retirement planning & investment advisory services to 1405 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 296848 |
| SEC# | 801-120441 |
| Assets Managed by Firm | $212,706,941 |
| No. of Clients | 1405 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1405 | $212,706,941 |
| Individuals (other than high net worth individuals) | 515 | $88,614,190 |
| High net worth individuals | 76 | $115,107,012 |
| Pension and profit sharing plans | 5 | $4,430,302 |
| Charitable organizations | 14 | $1,860,090 |
| Corporations or other businesses | 3 | $2,695,347 |
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