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 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
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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