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 first registered in 2006. The firm is classified in the dataset as an investment bank and is owned by a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not listed as a multistate adviser, pension consultant, related adviser, or newly formed adviser in the provided data.
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 11
Manuel 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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