Shorelineambrose Advisors, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
12
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. FINTRX classifies the firm as an investment bank and lists the owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, is not active on ESG mandates, and is not listed as a multi-state adviser. Other status flags in the snapshot indicate it is not newly formed, not a pension consultant, and not a related adviser. The firm has not supplied descriptive material about its client base, advisory services, fee schedules, or broader business activities to the data provider, and there are no entries under activities or affiliations.

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 11
  • Manuel Calzon

    Manuel Calzon

    Managing DirectorCRD 2998264

  • Steven Thornton

    Steven Thornton

    PresidentCRD 4496384

  • Michael Harden

    Michael Harden

    Chairman and Senior Managing DirectorCRD 4256503

Unlock 8 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, 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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth