Shorelineambrose Advisors, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
13
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 has been SEC-registered since 2006. The firm is classified in public records as an investment bank and lists ownership that involves a domestic entity and an individual. It does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm has not provided descriptive details about its client segments, fee model, or the specific advisory and business activities it conducts, so public disclosures offer little color on its target clients or service mix.

Assets & Accounts

Location & Offices

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 12
  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Mark Okeefe

    Mark Okeefe

    Senior Managing DirectorCRD 2715394

  • Manuel Calzon

    Manuel Calzon

    Managing DirectorCRD 2998264

Unlock 9 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, 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth