Shorelineambrose Advisors, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 141046
- Registered since
- November 3, 2006
- Website
- ambroseadvisors.com
Firm profile
FINTRXOverview
Shorelineambrose Advisors, LLC is organized as a limited liability company and is classified in the data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The data indicate the firm does not operate as a capital allocator and it is not identified as an active ESG investor. It is not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot does not include details about client segments, fee schedules, specific advisory services, or deal activity, which suggests limited publicly available disclosure about the firm’s day-to-day business model or target clientele.
Assets & Accounts
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
Owners & executives
1 of 1Gurpreet Ratra
Chief Business OfficerCRD 5192273
Contacts
3 of 12
Steven Thornton
FinOpCRD 4496384

Mark Okeefe
Senior Managing DirectorCRD 2715394

Manuel Calzon
Managing DirectorCRD 2998264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 6310 Greenwich Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
RA Capital Advisors LLC
Broker-DealerSan Diego, CA
Chandler Distribution Services, LLC
Broker-DealerSan Diego, CA
Financial Sense Securities, Inc.
Broker-DealerSan Diego, CA
Independent Financial Group, LLC
Broker-DealerSan Diego, CA
Investment Placement Group
Broker-DealerSan Diego, CA
Madison Avenue Securities, LLC
Broker-DealerSan Diego, CA