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).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    680
    ACCOUNTS
  • Average Account Value
    $324,062
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IN, NH, TX

Financial Advisors at Shoreline Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Joshua D. Brumbaugh
CRD#: 6440239
412 South Main Street, New Castle, IN 47362

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.

2
Robert J. Bumbalough
CRD#: 4561433
412 South Main Street, New Castle, IN 47362

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.

3
Vicki J. Kelsey
CRD#: 5476589
412 South Main Street, New Castle, IN 47362

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.

4
Mark E. Lux
CRD#: 719578
412 South Main Street, New Castle, IN 47362

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.

5
Marion E. Shore
CRD#: 4561429
412 South Main Street, New Castle, IN 47362

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.

6
Edward F. Lux
CRD#: 7516453
11495 N. Pennsylvania St., Suite 130, Carmel, IN 46032

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.

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