Marion
Shore
Shoreline Wealth Advisors
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About this Advisor
Marion Shore is a personal financial specialist operating in New Castle, Indiana who has 21 years of industry experience. Shore is currently employed by Shoreline Wealth Advisors. During their career, the advisor has held roles at Shore & Company, P.C and Shoreline Asset Management, LLC. Shore is able to serve investors in Indiana. Shoreline Wealth Advisors is an advisory business headquartered in New Castle, IN. The company has a total of 11 people on staff. It manages $213 million in assets under management between its 707 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 707 accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. Shoreline Wealth Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. However, fees charged by Shoreline Wealth Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shoreline Wealth Advisors Brokerage Details
$212,466,565
11
707
$300,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marion Shore Work History
Marion has been registered as a financial advisor for 21 years.*
Shoreline Asset Management, LLC
Shore & Company, P.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marion Shore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shoreline Wealth Advisors
New Castle, IN
Carmel, IN
New Castle, IN
New Castle, IN
New Castle, IN
New Castle, IN
New Castle, IN
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