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Building 2SHORE POINT ADVISORS, LLC

Map pinBRIELLE, NJ
Phone732-876-3777
NotebookSEC #801-120441
Total AUM
$327.7M
Employees
5
Clients
668

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
402 HIGGINS AVE
BRIELLE
NJ 08730
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
732-876-3777

ReceiptFinancials

Total AUM
$327.7M
Accounts
1,612
Discretionary
$327.7M
Accounts
1,612
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
546
AUM
$132.8M
HNW Individual Clients
91
AUM
$178.4M
Pension/Profit Sharing Plan Clients
10
AUM
$8.4M
Charitable Organization Clients
15
AUM
$3M
Corporation or Business Clients
6
AUM
$5.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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