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SHORE POINT ADVISORS, LLC
CRD 296848 · SEC 801-120441
402 HIGGINS AVE, BRIELLE, NJ, 08730, United States
Phone
732-876-3777
Fax
732-292-1900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.7M
Discretionary AUM
$327.7M
Team
5 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 546 | $132.8M |
| High net worth individuals | 91 | $178.4M |
| Pension/profit sharing plans | 10 | $8.4M |
| Charitable organizations | 15 | $3.0M |
| Corporations/business entities | 6 | $5.1M |
States served
CA, NJ, NY, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD