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Building 2SHORELINE WEALTH ADVISORS

Map pinNEW CASTLE, IN
Phone765-593-2487
NotebookSEC #801-112736
Total AUM
$245M
Employees
10
Clients
287

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
412 SOUTH MAIN STREET
NEW CASTLE
IN 47362-3311
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
765-593-2487
Other Offices
6

ReceiptFinancials

Total AUM
$245M
Accounts
712
Discretionary
$245M
Accounts
712
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
224
AUM
$74.7M
HNW Individual Clients
57
AUM
$168.7M
Pension/Profit Sharing Plan Clients
3
AUM
$1M
Charitable Organization Clients
1
AUM
$150.8K
Corporation or Business Clients
2
AUM
$437.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINNHTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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