Be advised. This firm is no longer registered.

Shoreline Financial Advisors, LLC

Shoreline Financial Advisors, LLC (CRD# 146040) is a financial advisory firm headquartered in Guilford, CT. They manage $223,252,350 in 676 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    676
    ACCOUNTS
  • Average Account Value
    $330,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH

Financial Advisors at Shoreline Financial Advisors, LLC
No Advisor Found.
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