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SHORE FINANCIAL ADVISORS, LLC
CRD 334089
21 S. HARRISON STREET, EASTON, MD, 20601, United States
Phone
443-629-4955
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$2.9M
Discretionary AUM
$2.9M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $2.9M |
Official SEC filing: View on IAPD