Shoreline Wealth Advisors
Shoreline Wealth Advisors (CRD# 121764) is a financial advisory firm headquartered in New Castle, IN. They manage $220,362,066 in 680 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management220MILLION
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Total Number of Accounts680ACCOUNTS
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Average Account Value$324,062
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, IN, NH, TX
Joshua Brumbaugh (CRD# 6440239) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 10 years of experience in the finance industry.
Robert Bumbalough (CRD# 4561433) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 21 years of experience in the finance industry.
Vicki Kelsey (CRD# 5476589) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 16 years of experience in the finance industry.
Mark Lux (CRD# 719578) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has over 24 years of experience in the finance industry.
Marion Shore (CRD# 4561429) is an Investment Advisor Representative working at Shoreline Wealth Advisors in New Castle, IN and has 1 year of experience in the finance industry.
Edward Lux (CRD# 7516453) is an Investment Advisor Representative working at Shoreline Wealth Advisors in Carmel, IN and has over 2 years of experience in the finance industry.