Shore Point Advisors LLC

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Assets, Funds, Holdings

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Shore Point Advisors LLC
CRD #296848
SEC #801-120441
CIK #0001907092
AUM $212.7 MM (2024-03-21)
Employees 5 (80% Investors, 0% Brokers)
Phone732-876-3777
Address402 Higgins Ave
Brielle, NJ 08730
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
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 ($MM)
180144108723602022202320242025
AUM Breakdown Accounts AUM ($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
OH 0.2
Pelkonen and Associates LLC
NY 0.2
Snowcap Capital Management LLC
TX 0.2
Keystone Global Partners LLC
NY 0.2
4wealth Advisors Inc
IL 0.2
Michael Russo Ltd
IL 0.2
Cathy Pareto and Associates Inc
FL 0.2
Albanyadvisor Group LLC
NY 0.2
PFC Capital Group Inc
CA 0.2
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