Shoreline Asset Management, LLC

Shoreline Asset Management, LLC (CRD# 121764) is a financial advisory firm headquartered in New Castle, IN. They manage $78,869,263 in 462 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $170,713
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MI, TX

Financial Advisors at Shoreline Asset Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Brenda K. Baier
CRD#: 2899458
412 South Main Street, New Castle, IN 47362
96
Wealthminder
score

Brenda Baier (CRD# 2899458) is an Investment Advisor Representative working at Shoreline Asset Management, LLC in New Castle, IN and has over 20 years of experience in the finance industry. Brenda Baier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark E. Lux
CRD#: 719578
412 South Main Street, New Castle, IN 47362
96
Wealthminder
score

Mark Lux (CRD# 719578) is an Investment Advisor Representative working at Shoreline Asset Management, LLC in New Castle, IN and has over 18 years of experience in the finance industry.

3
Robert J. Bumbalough
CRD#: 4561433
412 South Main Street, New Castle, IN 47362
93
Wealthminder
score

Robert Bumbalough (CRD# 4561433) is an Investment Advisor Representative working at Shoreline Asset Management, LLC in New Castle, IN and has over 15 years of experience in the finance industry.

4
Michael A. Kedvesh
CRD#: 5760738
412 South Main Street, New Castle, IN 47362
93
Wealthminder
score

Michael Kedvesh (CRD# 5760738) is an Investment Advisor Representative working at Shoreline Asset Management, LLC in New Castle, IN and has over 7 years of experience in the finance industry.

5
Vicki J. Kelsey
CRD#: 5476589
412 South Main Street, New Castle, IN 47362
93
Wealthminder
score

Vicki Kelsey (CRD# 5476589) is an Investment Advisor Representative working at Shoreline Asset Management, LLC in New Castle, IN and has over 9 years of experience in the finance industry.

6
Joshua D. Brumbaugh
CRD#: 6440239
412 South Main Street, New Castle, IN 47362
89
Wealthminder
score

Joshua Brumbaugh (CRD# 6440239) is an Investment Advisor Representative working at Shoreline Asset Management, LLC in New Castle, IN and has over 4 years of experience in the finance industry.

7
Marion E. Shore
CRD#: 4561429
412 South Main Street, New Castle, IN 47362
87
Wealthminder
score

Marion Shore (CRD# 4561429) is an Investment Advisor Representative working at Shoreline Asset Management, LLC in New Castle, IN and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.