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SHORE FINANCIAL PLANNING
SHORE FINANCIAL PLANNING, LLC
CRD 299824
29 BEACH ROAD, SUITE 206, MONMOUTH BEACH, NJ, 07750-1363, United States
Phone
732-704-8982
Fax
732-956-2709
Registration
— (—)
Source
State registered
Total AUM
$54.6M
Discretionary AUM
$54.6M
Team
3 total employees; 2 advisory reps; 67 broker-dealer reps
Clients
51-100
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $54.6M |
All web addresses on file
Official SEC filing: View on IAPD