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Shore Point Advisors LLC
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CRD # | 296848 |
SEC # | 801-120441 |
CIK # | 0001907092 |
AUM | $212.7 MM (2024-03-21) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 732-876-3777 |
Address | 402 Higgins Ave Brielle, NJ 08730 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MRK | 232,371.9 | 1.8 | |
AAPL | 2,382,844.0 | 1.5 | |
ADP | 89,423.0 | 1.0 | |
CVX | 294,604.1 | 0.9 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 515 | 88.6 |
(b) Individuals (high net worth individuals) | 76 | 115.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 4.4 |
(h) Charitable organizations | 14 | 1.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 2.7 |
(n) Other | 0 | 0.0 |
Total | 1,405 | 212.7 |
By Discretionary | ||
Discretionary | 1,405 | 212.7 |
Non-Discretionary | 0 | 0.0 |
Total | 1,405 | 212.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 212.6 | |
Total | 1,405 | 212.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001907092] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
IAMS Wealth Management LLC
✚
|
NE | 0.2 |
Croak Asset Management LLC
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|
OH | 0.2 |
Pelkonen and Associates LLC
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NY | 0.2 |
Snowcap Capital Management LLC
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|
TX | 0.2 |
Keystone Global Partners LLC
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|
NY | 0.2 |
4wealth Advisors Inc
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|
IL | 0.2 |
Michael Russo Ltd
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|
IL | 0.2 |
Cathy Pareto and Associates Inc
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|
FL | 0.2 |
Albanyadvisor Group LLC
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|
NY | 0.2 |
PFC Capital Group Inc
✚
|
CA | 0.2 |