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Building 2SHORELINE FINANCIAL ADVISORS, LLC

Map pinGUILFORD, CT
Phone(203) 458-6800
NotebookSEC #801-68688
Total AUM
$223.3M
Employees
4
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
246 GOOSE LANE
SUITE 201
GUILFORD
CT 06437
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
(203) 458-6800

ReceiptFinancials

Total AUM
$223.3M
Accounts
676
Discretionary
$211.5M
Accounts
656
Non-Discretionary
$11.7M
Accounts
20

ContactClients

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Individual Clients
205
AUM
$72.4M
HNW Individual Clients
63
AUM
$138.9M
Pension/Profit Sharing Plan Clients
3
AUM
$10.8M
Charitable Organization Clients
2
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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