Jersey Shore Financial Advisors LLC

RIASEC Registered

Total AUM

$32.7M

Discretionary

$30.8M

94% of AUM

Avg account

$818K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tinton Falls, New Jersey
CRD number: 143748
Website: www.myfamilyfiduciary.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC., NATIONWIDE LIFE INSURANCE CO, SECURITY BENEFIT, AMERICAN TRUST RETIREMENT
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.73%
Individuals21.14%
Pension & Profit Sharing Plans1.21%
Charitable Organizations0.93%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Jersey Shore Financial Advisors LLC is an independent, privately owned registered investment adviser organized as an LLC. The firm serves both individual/family and institutional clients and operates as a capital allocator — selecting and placing client capital with internal portfolios and third‑party managers. Its fee arrangements include percentage‑of‑AUM billing alongside fixed fees. Stated advisory capabilities encompass financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection, and client education through publications and workshops. The firm does not identify as an active ESG investor and is not presented as a multi‑state or newly formed adviser.