SHORELINE FINANCIAL ADVISORS, LLC
CRD #146040 SEC #801-68688 GUILFORD, CT (203) 458-6800
SEC Registered
Total AUM
$223.3M
Discretionary
$211.5M
Employees
4
Clients
51
Accounts
676
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $223.3M | $211.5M | $11.7M | 4 | 0 |
| Feb 2022 | $223.3M | $211.5M | $11.7M | 4 | 0 |
| Dec 2021 | $194.7M | $182.2M | $12.5M | 4 | 0 |
| Feb 2021 | $194.7M | $182.2M | $12.5M | 3 | 0 |
| Dec 2020 | $178.3M | $168M | $10.2M | 3 | 0 |
| Oct 2020 | $178.3M | $168M | $10.2M | 3 | 0 |
| May 2020 | $178.3M | $168M | $10.2M | 4 | 0 |
| Feb 2020 | $178.3M | $168M | $10.2M | 4 | 0 |
| Dec 2019 | $158.4M | $139.7M | $18.7M | 4 | 0 |
| Sep 2019 | $158.4M | $139.7M | $18.7M | 4 | 0 |
| Feb 2019 | $158.4M | $139.7M | $18.7M | 4 | 0 |
| Sep 2018 | $153M | $130.4M | $22.6M | 4 | 0 |
| Aug 2018 | $153M | $130.4M | $22.6M | 4 | 0 |
| Mar 2018 | $153M | $130.4M | $22.6M | 4 | 0 |
| Nov 2017 | $127.4M | $107.1M | $20.3M | 4 | 500 |
| Mar 2017 | $127.4M | $107.1M | $20.3M | 4 | 500 |
| Mar 2017 | $127.4M | $107.1M | $20.3M | 4 | 500 |
| Mar 2016 | $120.1M | $99.7M | $20.4M | 3 | 400 |
| Mar 2016 | $120.1M | $99.7M | $20.4M | 3 | 400 |
| Mar 2016 | $120.1M | $99.7M | $20.4M | 3 | 400 |
| Dec 2015 | $119.3M | $98M | $21.4M | 3 | 400 |
| May 2015 | $119.3M | $98M | $21.4M | 4 | 400 |
| Mar 2015 | $119.3M | $98M | $21.4M | 4 | 400 |
| Mar 2014 | $114.1M | $91.7M | $22.5M | 4 | 400 |
| Mar 2013 | $103.3M | $77.1M | $26.2M | 3 | 100 |
| Apr 2012 | $95.7M | $65.7M | $30M | 1 | 200 |
| Mar 2011 | $64M | $59.9M | $4.1M | 5 | -- |
| Apr 2009 | $44M | $41M | $3M | 5 | -- |
DateJun 2022
Total AUM$223.3M
Discretionary$211.5M
Non-Disc.$11.7M
Employees4
Clients0
DateFeb 2022
Total AUM$223.3M
Discretionary$211.5M
Non-Disc.$11.7M
Employees4
Clients0
DateDec 2021
Total AUM$194.7M
Discretionary$182.2M
Non-Disc.$12.5M
Employees4
Clients0
DateFeb 2021
Total AUM$194.7M
Discretionary$182.2M
Non-Disc.$12.5M
Employees3
Clients0
DateDec 2020
Total AUM$178.3M
Discretionary$168M
Non-Disc.$10.2M
Employees3
Clients0
DateOct 2020
Total AUM$178.3M
Discretionary$168M
Non-Disc.$10.2M
Employees3
Clients0
DateMay 2020
Total AUM$178.3M
Discretionary$168M
Non-Disc.$10.2M
Employees4
Clients0
DateFeb 2020
Total AUM$178.3M
Discretionary$168M
Non-Disc.$10.2M
Employees4
Clients0
DateDec 2019
Total AUM$158.4M
Discretionary$139.7M
Non-Disc.$18.7M
Employees4
Clients0
DateSep 2019
Total AUM$158.4M
Discretionary$139.7M
Non-Disc.$18.7M
Employees4
Clients0
DateFeb 2019
Total AUM$158.4M
Discretionary$139.7M
Non-Disc.$18.7M
Employees4
Clients0
DateSep 2018
Total AUM$153M
Discretionary$130.4M
Non-Disc.$22.6M
Employees4
Clients0
DateAug 2018
Total AUM$153M
Discretionary$130.4M
Non-Disc.$22.6M
Employees4
Clients0
DateMar 2018
Total AUM$153M
Discretionary$130.4M
Non-Disc.$22.6M
Employees4
Clients0
DateNov 2017
Total AUM$127.4M
Discretionary$107.1M
Non-Disc.$20.3M
Employees4
Clients500
DateMar 2017
Total AUM$127.4M
Discretionary$107.1M
Non-Disc.$20.3M
Employees4
Clients500
DateMar 2017
Total AUM$127.4M
Discretionary$107.1M
Non-Disc.$20.3M
Employees4
Clients500
DateMar 2016
Total AUM$120.1M
Discretionary$99.7M
Non-Disc.$20.4M
Employees3
Clients400
DateMar 2016
Total AUM$120.1M
Discretionary$99.7M
Non-Disc.$20.4M
Employees3
Clients400
DateMar 2016
Total AUM$120.1M
Discretionary$99.7M
Non-Disc.$20.4M
Employees3
Clients400
DateDec 2015
Total AUM$119.3M
Discretionary$98M
Non-Disc.$21.4M
Employees3
Clients400
DateMay 2015
Total AUM$119.3M
Discretionary$98M
Non-Disc.$21.4M
Employees4
Clients400
DateMar 2015
Total AUM$119.3M
Discretionary$98M
Non-Disc.$21.4M
Employees4
Clients400
DateMar 2014
Total AUM$114.1M
Discretionary$91.7M
Non-Disc.$22.5M
Employees4
Clients400
DateMar 2013
Total AUM$103.3M
Discretionary$77.1M
Non-Disc.$26.2M
Employees3
Clients100
DateApr 2012
Total AUM$95.7M
Discretionary$65.7M
Non-Disc.$30M
Employees1
Clients200
DateMar 2011
Total AUM$64M
Discretionary$59.9M
Non-Disc.$4.1M
Employees5
Clients--
DateApr 2009
Total AUM$44M
Discretionary$41M
Non-Disc.$3M
Employees5
Clients--