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 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
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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