SHORES EDGE FINANCIAL LLC

SHORES EDGE FINANCIAL LLC is an SEC-registered investment adviser (CRD 313320). Regulatory assets under management: $27.0M.

Registration

• CRD: 313320
• Type: Registered investment adviser
• Phone: 612-965-4766
• Latest filing: 2026-02-03
• Regulatory AUM: $27.0M
• Discretionary AUM: $27.0M
• Clients: 1
• Accounts: 211

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313320 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search