SHORE FINANCIAL PLANNING

SHORE FINANCIAL PLANNING of MONMOUTH BEACH, NJ is an SEC-registered investment adviser (CRD 299824). Regulatory assets under management: $54.6M.

Registration

• CRD: 299824
• Type: Registered investment adviser
• Location: 29 BEACH ROAD, MONMOUTH BEACH, NJ, 07750-1363
• Phone: 732-704-8982
• Latest filing: 2026-03-31
• Regulatory AUM: $54.6M
• Discretionary AUM: $54.6M
• Clients: 3
• Accounts: 309

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299824 on SEC IAPD (source of record)
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