Active
SHORELINE WEALTH ADVISORS
Investment Advice|NEW CASTLE, IN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$245M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 245.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 121764 |
| SEC Number | 801-112736 |
| Street Address | 412 SOUTH MAIN STREET |
| Location | NEW CASTLE, IN 47362-3311 |
| Country | United States |
| Phone | 765-593-2487 |
| Fax | 765-521-4629 |
| Total Employees | 10 |
Client Count by Type (287 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 224 |
| High Net Worth Individual… | 57 |
| Pension/Profit Sharing Pl… | 3 |
| Corporations/Businesses | 2 |
| Charitable Organizations | 1 |
Community Partners
CITY OF NEW CASTLE
TOWN OF KNIGHTSTOWN
TOWN OF LEWISVILLE
TOWN OF MIDDLETOWN
TOWN OF MOORELAND
TOWNSHIP OF BLUE RIVER
TOWNSHIP OF FALL CREEK
TOWNSHIP OF FRANKLIN
TOWNSHIP OF HARRISON
TOWNSHIP OF HENRY
TOWNSHIP OF JEFFERSON
TOWNSHIP OF LIBERTY
TOWNSHIP OF WAYNE
CITY OF NEW CASTLE
TOWN OF KNIGHTSTOWN
TOWN OF LEWISVILLE
TOWN OF MIDDLETOWN
TOWN OF MOORELAND
TOWNSHIP OF BLUE RIVER
TOWNSHIP OF FALL CREEK
TOWNSHIP OF FRANKLIN
TOWNSHIP OF HARRISON
TOWNSHIP OF HENRY
TOWNSHIP OF JEFFERSON
TOWNSHIP OF LIBERTY
TOWNSHIP OF WAYNE
CITY OF NEW CASTLE
TOWN OF KNIGHTSTOWN
TOWN OF LEWISVILLE
TOWN OF MIDDLETOWN
TOWN OF MOORELAND
TOWNSHIP OF BLUE RIVER
TOWNSHIP OF FALL CREEK
TOWNSHIP OF FRANKLIN
TOWNSHIP OF HARRISON
TOWNSHIP OF HENRY
TOWNSHIP OF JEFFERSON
TOWNSHIP OF LIBERTY
TOWNSHIP OF WAYNE
Municipal Government
13 Active
13
Organizations
NEW CASTLE HOUSING AUTHORITY
SOUTH HENRY REGIONAL WASTE DISTRICT
NEW CASTLE HOUSING AUTHORITY
SOUTH HENRY REGIONAL WASTE DISTRICT
NEW CASTLE HOUSING AUTHORITY
SOUTH HENRY REGIONAL WASTE DISTRICT
Special District
2 Active
2
Organizations
NEW CASTLE COMMUNITY SCHOOL CORPORATION
SHENANDOAH SCHOOL CORP
NEW CASTLE COMMUNITY SCHOOL CORPORATION
SHENANDOAH SCHOOL CORP
NEW CASTLE COMMUNITY SCHOOL CORPORATION
SHENANDOAH SCHOOL CORP
School District
2 Active
2
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABWA CARDINAL CROSSROADS COUNCIL
ACADEMY PLACE APARTMENTS INC
ACCELERATE DISC GOLF INC
ACTIVATEGENZ PROJECT INC
AFFORDABLE HOUSING SOLUTIONS OF HENRY COUNTY INC
AFFORDABLE HOUSING SOLUTIONS OF HENRY COUNTY INC
ALPHA DELTA KAPPA SORORITY INC
ALTRUSA INTERNATIONAL INC
ALUMNI ASSOCIATION OF STRAUGHN HIGH SCHOOL
AMERICAN BUSINESS WOMENS ASSOCIATION RAINTREE CHAPTER
AMERICAN BUSINESS WOMENS ASSOCIATION SILVER DAWN CHAPTER
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABWA CARDINAL CROSSROADS COUNCIL
ACADEMY PLACE APARTMENTS INC
ACCELERATE DISC GOLF INC
ACTIVATEGENZ PROJECT INC
AFFORDABLE HOUSING SOLUTIONS OF HENRY COUNTY INC
AFFORDABLE HOUSING SOLUTIONS OF HENRY COUNTY INC
ALPHA DELTA KAPPA SORORITY INC
ALTRUSA INTERNATIONAL INC
ALUMNI ASSOCIATION OF STRAUGHN HIGH SCHOOL
AMERICAN BUSINESS WOMENS ASSOCIATION RAINTREE CHAPTER
AMERICAN BUSINESS WOMENS ASSOCIATION SILVER DAWN CHAPTER
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABWA CARDINAL CROSSROADS COUNCIL
ACADEMY PLACE APARTMENTS INC
ACCELERATE DISC GOLF INC
ACTIVATEGENZ PROJECT INC
AFFORDABLE HOUSING SOLUTIONS OF HENRY COUNTY INC
AFFORDABLE HOUSING SOLUTIONS OF HENRY COUNTY INC
ALPHA DELTA KAPPA SORORITY INC
ALTRUSA INTERNATIONAL INC
ALUMNI ASSOCIATION OF STRAUGHN HIGH SCHOOL
AMERICAN BUSINESS WOMENS ASSOCIATION RAINTREE CHAPTER
AMERICAN BUSINESS WOMENS ASSOCIATION SILVER DAWN CHAPTER
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
Nonprofit Organization
278 Active
278
Organizations
Community Partners67 organizations
CITY OF NEW CASTLE
Municipal Government·NEW CASTLE
TOWN OF KNIGHTSTOWN
Municipal Government·KNIGHTSTOWN
TOWN OF MOORELAND
Municipal Government·MOORELAND
TOWNSHIP OF BLUE RIVER
Municipal Government·MOORELAND
TOWNSHIP OF FALL CREEK
Municipal Government·MIDDLETOWN
TOWNSHIP OF FRANKLIN
Municipal Government·LEWISVILLE
TOWNSHIP OF HARRISON
Municipal Government·NEW CASTLE
TOWNSHIP OF HENRY
Municipal Government·NEW CASTLE
TOWNSHIP OF JEFFERSON
Municipal Government·SULPHUR SPRINGS
TOWNSHIP OF LIBERTY
Municipal Government·NEW CASTLE
TOWNSHIP OF WAYNE
Municipal Government·KNIGHTSTOWN
NEW CASTLE HOUSING AUTHORITY
Special District·NEW CASTLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Castle
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Castle
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Castle
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Castle
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·New Castle
ABWA CARDINAL CROSSROADS COUNCIL
Nonprofit Organization·New Castle
ACADEMY PLACE APARTMENTS INC
Nonprofit Organization·KNIGHTSTOWN
ACCELERATE DISC GOLF INC
Nonprofit Organization·KNIGHTSTOWN
ACTIVATEGENZ PROJECT INC
Nonprofit Organization·New Castle
AFFORDABLE HOUSING SOLUTIONS OF HENRY COUNTY INC
Nonprofit Organization·NEW CASTLE
AFFORDABLE HOUSING SOLUTIONS OF HENRY COUNTY INC
Nonprofit Organization·New Castle
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·New Castle
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·New Castle
ALUMNI ASSOCIATION OF STRAUGHN HIGH SCHOOL
Nonprofit Organization·NEW CASTLE
AMERICAN BUSINESS WOMENS ASSOCIATION RAINTREE CHAPTER
Nonprofit Organization·New Castle
AMERICAN BUSINESS WOMENS ASSOCIATION SILVER DAWN CHAPTER
Nonprofit Organization·New Castle
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·New Castle
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·New Castle
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Middletown
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Knightstown
AMERICAN LEGION LADIES AUXILIARY UNIT 137
Nonprofit Organization·NEW CASTLE
AMERICAN LEGION POST 137
Nonprofit Organization·New Castle
AMERICAN LEGION POST 152
Nonprofit Organization·Knightstown
AMERICAN LEGION POST 216
Nonprofit Organization·MIDDLETOWN
AQUATIC CENTER BAKER PARK INC
Nonprofit Organization·NEW CASTLE
ARIES INC
Nonprofit Organization·New Castle
ART ASSOCIATION OF HENRY COUNTYINC
Nonprofit Organization·NEW CASTLE
ASSOCIATION FOR NATIONAL REFORM INC
Nonprofit Organization·KNIGHTSTOWN
B A C K FOUNDATION INC
Nonprofit Organization·KNIGHTSTOWN
BEAUTIFY KNIGHTSTOWN
Nonprofit Organization·Knightstown
BELIEVE AND ACHIEVE MENTORING INC
Nonprofit Organization·NEW CASTLE
BENEVOLENT & PROTECTIVE ORDER OF
Nonprofit Organization·NEW CASTLE
BIG BROTHERSBIG SISTERS OF HENRY
Nonprofit Organization·NEW CASTLE
BILLY & CHRISTINA MOORE SCHOLARSHIP
Nonprofit Organization·NEW CASTLE
BLUE RIVER SWIM CLUB INC
Nonprofit Organization·NEW CASTLE
BLUE RIVER VALLEY PTO INC
Nonprofit Organization·new castle
BUILDERS ASSOCIATION OF HENRY COUNTY
Nonprofit Organization·NEW CASTLE
BURN FOR HIM INC
Nonprofit Organization·New Castle
CADIZ HARRISON TOWNSHIP VOLUNTEER FIRE DEPARTMENT
Nonprofit Organization·New Castle
CARVED HUGS LTD
Nonprofit Organization·New Castle
CEREBRAL PALSY OF HENRY COUNTY INC
Nonprofit Organization·NEW CASTLE
CHRISTIAN COUNSELING AND ADDICTION SERVICES INC
Nonprofit Organization·New Castle
CHRISTIAN LOVE HELP CENTER INC
Nonprofit Organization·NEW CASTLE
CHRISTIAN RECOVERY HOUSE INC
Nonprofit Organization·New Castle
CIRCLE OF FRIENDS MINISTRY
Nonprofit Organization·New Castle
CIVIC CHEER GUILD OF KNIGHTSTOWN
Nonprofit Organization·KNIGHTSTOWN
CLASS OF 1963
Nonprofit Organization·New Castle
COMMUNITY ARMS INC
Nonprofit Organization·New Castle
CONVENTION & VISITORS BUREAU OF HENRY COUNTY
Nonprofit Organization·New Castle
CREATIVE CHRISTIAN HOME EDUCATORS INC
Nonprofit Organization·New Castle