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, individual-owned registered investment adviser that began its SEC registration in 2021. The firm serves both individual and family clients as well as institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Shore Point does not identify as an active ESG investor and does not operate as a capital allocator; instead it sources strategies from external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Neil Tendler
CRD 4533617
John Scalabrini
Senior Vice PresidentCRD 5947258
Jacob Rue
Advisor & Portfolio ManagerCRD 4962851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$306M in ETFs
56%
$170M
44%
$136M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN US MOMENTUM FACTOR ETF (JMOM) | JP Morgan | Passive | Large Blend | $43.9M | 705,841 | 14.32% |
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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