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: RED BANK, 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, individual-owned RIA that primarily serves high-net-worth individuals, families and a limited set of institutional clients. The firm operates as a capital allocator and leans heavily into equity exposure, implementing discretionary portfolio management alongside financial planning and advisory services. Its written service menu includes portfolio management for individuals and small businesses, pension consulting support, selection of outside advisers, plus client education through periodicals and workshops. Investment implementation favors liquid, exchange-traded instruments rather than bespoke private holdings, and the firm reports it is not an active ESG investor. Strategy execution appears to combine direct equity investments and exchange-traded funds with third-party manager allocations where alternative exposure or specialist skills are needed.