|
⚲
|
| Shoreline Asset Management LLC
✚
|
|
|---|---|
| CRD # | 121764 |
| SEC # | 801-112736 |
| CIK # | |
| AUM | $212.5 MM (2023-03-15) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 765-593-2487 |
| Address | 412 South Main Street New Castle, IN 47362-3311 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 69.4 |
| (b) Individuals (high net worth individuals) | 46 | 132.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 10.4 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 707 | 212.5 |
| By Discretionary | ||
| Discretionary | 707 | 212.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 707 | 212.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.5 | |
| Total | 707 | 212.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prosperity Financial Group Inc
✚
|
CA | 0.2 |
|
M3 Advisory Group LLC
✚
|
MA | 0.2 |
|
Perspective Financial Services LLC
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|
AZ | 0.2 |
|
Vergepointe Wealth Management LLC
✚
|
OR | 0.2 |
|
Belleair Asset Management LLC
✚
|
FL | 0.2 |
|
Darden Wealth Group Inc
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|
MI | 0.2 |
|
The Palmer Knight Company
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|
FL | 0.2 |
|
E Batoff & Co Inc
✚
|
FL | 0.2 |
|
Griffin Family Partners LLC
✚
|
TN | 0.2 |
|
Pachira Investments Inc
✚
|
CA | 0.2 |