SHORELINE ASSET MANAGEMENT, LLC
Legal name: SHORELINE WEALTH ADVISORS
CRD #121764 SEC #801-112736 NEW CASTLE, IN 765-593-2487
SEC Registered
Total AUM
$245M
Discretionary
$245M
Employees
10
Clients
101
Accounts
712
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOODWARD, TIMOTHY, BRAD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| BUMBALOUGH, ROBERT, JAY | I | MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| SHORE, MARION, EUGENE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (8)
FL IL IN KY MI NH TN TX
Address
412 SOUTH MAIN STREETNEW CASTLE, IN 47362-3311
United States
Phone: 765-593-2487