SHOREBANK
Legal name: THE INVESTMENT ADVISORY DEPARTMENT OF SHORE BANK
CRD #111869 SEC #801-60171 CHICAGO, IL 773-420-4728
SEC Registered
Total AUM
$50M
Discretionary
$50M
Employees
5
Clients
--
Accounts
1
Firm Details
- Organization Type
- Other (specify) (SEPARATELY IDENTIFIED DEPARTMENT OF A BANK)
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLLOWED, DANIEL, J | I | SR VP | NA | |
| OSER, DAVID, J | I | SR VP | NA | |
| SHOREBANK | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SHOREBANK CORPORATION | DE | SHOREBANK | E | Control |
Registrations
Federal
IA
Jan 14, 2004 REGISTERED
Address
7054 S. JEFFERY BLVDCHICAGO, IL 60649
USA
Phone: 773-420-4728