Ashlee
Bobzin
Shore Point Advisors, LLC
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About this Advisor
Ashlee Bobzin is a financial advisor based in Brielle, New Jersey, working with Shore Point Advisors, LLC. Ashlee has previously held positions at Shore Point Advisors, LLC, Secondary Education, Virginia Wesleyan University, Northwestern Mutual, and Heron Ridge Golf Club. Ashlee has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Ashlee is part of Shore Point Advisors, LLC, which operates out of Brielle, New Jersey. The firm has 5 employees and manages assets totaling $212.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Shore Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Shore Point Advisors, LLC Brokerage Details
$212,706,941
5
1,405
$151,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Ashlee Bobzin Work History
Shore Point Advisors, LLC
Heron Ridge Golf Club
Northwestern Mutual
Virginia Wesleyan University
Secondary Education
Disclosures
Please visit the SEC profile of Ashlee Bobzin 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 Shore Point Advisors, LLC
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
Brielle, NJ
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