Shore Financial Planning
Shore Financial Planning (CRD# 299824) is a financial advisory firm headquartered in Monmouth Beach, NJ. They manage $39,221,925 in 233 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management39MILLION
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Total Number of Accounts233ACCOUNTS
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Average Account Value$168,334
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY
Financial Advisors at Shore Financial Planning
1
Lucas Carey (CRD# 5789644) is an Investment Advisor Representative working at Shore Financial Planning in Monmouth Beach, NJ and has 1 year of experience in the finance industry.
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