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 an SEC-registered limited liability company that has been registered with the SEC since 2006. The firm is organized under a domestic entity/individual ownership structure and is classified in the data as an investment bank. The profile indicates the firm is not a capital allocator and does not identify itself as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available records.
Assets & Accounts
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 11MANUEL CALZON
Managing DirectorCRD 2998264
STEVEN THORNTON
PresidentCRD 4496384
MICHAEL HARDEN
Chairman and Senior Managing DirectorCRD 4256503
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, 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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