Shore Point Advisors, LLC
Firm details
- Headquarters
- Brielle, New Jersey
- CRD number
- 296848
- Registered since
- March 5, 2021
- Website
- shorepointadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.45%
- Individuals40.52%
- Pension & Profit Sharing Plans2.55%
- Corporations / Businesses1.55%
- Charitable Organizations0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Shore Point Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2021. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. It charges a mix of percentage-of-AUM, hourly, and fixed fees. Shore Point does not present itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities5%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Jason Lamb
CEO & FounderCRD 5746696
Contacts
3 of 9
John Scalabrini
Senior Vice PresidentCRD 5947258
Neil Tendler
CRD 4533617
James Fay
Senior Vice PresidentCRD 6462454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$286M in ETFs
59%
$167M
41%
$119M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN US MOMENTUM FACTOR ETF (JMOM) | JP Morgan | Passive | Large Growth | $44M | 701,536 | 15.40% |
Location
Brielle, NJ
Monmouth
Location
Brielle, NJ
Headquartered in Brielle, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 402 Higgins Ave
- Time zone
- ET (UTC-5)
- Office locations
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