SHORE POINT ADVISORS, LLC
CRD #296848 SEC #801-120441 BRIELLE, NJ 732-876-3777
SEC Registered
Total AUM
$257M
Discretionary
$257M
Employees
4
Clients
251
Accounts
1,512
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $257M | $257M | $0 | 4 | 7 |
| Oct 2025 | $257M | $257M | $0 | 4 | 7 |
| Mar 2025 | $257M | $257M | $0 | 4 | 7 |
| Nov 2024 | $212.7M | $212.7M | $0 | 5 | 2 |
| Mar 2024 | $212.7M | $212.7M | $0 | 5 | 2 |
| Jul 2023 | $162.8M | $162.8M | $0 | 5 | 2 |
| Jul 2023 | $162.8M | $162.8M | $0 | 5 | 2 |
| Feb 2023 | $162.8M | $162.8M | $0 | 5 | 2 |
| Sep 2022 | $162.7M | $162.7M | $0 | 5 | 6 |
| Mar 2022 | $162.7M | $162.7M | $0 | 5 | 6 |
| Oct 2021 | $121.9M | $121.9M | $0 | 5 | 4 |
| Sep 2021 | $121.9M | $121.9M | $0 | 5 | 4 |
| Mar 2021 | $121.9M | $121.9M | $0 | 5 | 4 |
| Feb 2021 | $121.9M | $121.9M | $0 | 5 | 4 |
DateNov 2025
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees4
Clients7
DateOct 2025
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees4
Clients7
DateMar 2025
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees4
Clients7
DateNov 2024
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees5
Clients2
DateMar 2024
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees5
Clients2
DateJul 2023
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees5
Clients2
DateJul 2023
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees5
Clients2
DateFeb 2023
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees5
Clients2
DateSep 2022
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees5
Clients6
DateMar 2022
Total AUM$162.7M
Discretionary$162.7M
Non-Disc.$0
Employees5
Clients6
DateOct 2021
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients4
DateSep 2021
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients4
DateMar 2021
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients4
DateFeb 2021
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees5
Clients4