SHORELINE WEALTH ADVISORS
Tel: 765-593-2487 412 South Main Street New Castle, Indiana 47362-3311
About SHORELINE WEALTH ADVISORS
SHORELINE WEALTH ADVISORS is a New Castle, Indiana based financial advisory firm with nearly $220,362,066 in assets under management and provides investment advisory services for 680 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
121764
Firm SEC#:
801-112736
Assets Under Management:
$220,362,066
No. of Clients:
680
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
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