Shorelineambrose Advisors, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
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 is classified in the data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The data indicate the firm does not operate as a capital allocator and it is not identified as an active ESG investor. It is not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The snapshot does not include details about client segments, fee schedules, specific advisory services, or deal activity, which suggests limited publicly available disclosure about the firm’s day-to-day business model or target clientele.

Assets & Accounts

Investments & Alternatives

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 12
  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

  • Mark Okeefe

    Mark Okeefe

    Senior Managing DirectorCRD 2715394

  • Manuel Calzon

    Manuel Calzon

    Managing DirectorCRD 2998264

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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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
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