Shorelineambrose Advisors, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
San Diego, California
CRD number
141046
Registered since
November 3, 2006

Firm profile

FINTRX

Overview

Shorelineambrose Advisors, LLC is organized as a limited liability company and is registered with the SEC since 2006. FINTRX classifies the firm as an investment bank; ownership is noted as a combination of a domestic entity and an individual. Public filings provide minimal detail on the firm’s client segments, fee models, or day-to-day advisory activities. The firm is not flagged as a multi-state adviser, a pension consultant, or a related adviser, and it is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Gurpreet Ratra

    Chief Business OfficerCRD 5192273

Contacts

3 of 11
  • Manuel Calzon

    Manuel Calzon

    Managing DirectorCRD 2998264

  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Michael Harden

    Michael Harden

    Chairman and Senior Managing DirectorCRD 4256503

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
6310 Greenwich Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth