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Building 2SHORELINE INVESTMENT MANAGEMENT CO

Map pinPALO ALTO, CA
Phone650-236-8223
NotebookSEC #801-57590
Total AUM
$25M
Employees
4
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 PAGE MILL ROAD
M/S 1509
PALO ALTO
CA 94304
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
650-236-8223
Other Offices
1

ReceiptFinancials

Total AUM
$25M
Accounts
1
Discretionary
$25M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
1
AUM
$25M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
ACTUAL COST REIMBURSEMENT, PAID QUARTERLY IN ARREARS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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