Shore Point Advisors, LLC
Shore Point Advisors, LLC is an SEC-registered mass-market adviser in Brielle, NJ with $327.7M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Shore Point Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296848, SEC 801-120441, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $327.7M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Brielle, NJ
- Employees
- 5
- Clients
- 668
- CRD
- 296848
- Ownership
- LAMB, JASON, C
How much AUM does Shore Point Advisors, LLC have?
Shore Point Advisors, LLC reported $327.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Shore Point Advisors, LLC?
Disclosed owners and executives of Shore Point Advisors, LLC include LAMB, JASON, C. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.