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JERSEY SHORE FINANCIAL ADVISORS LLC
CRD 143748
C/O REGUS, 140 BROAD STREET, SUITE 200, RED BANK, NJ, 07701, United States
Phone
732-229-7489
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.7M
Discretionary AUM
$30.8M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $6.9M |
| High net worth individuals | 10 | $25.1M |
| Pension/profit sharing plans | 1 | $396K |
| Charitable organizations | 1 | $303K |
All web addresses on file
Official SEC filing: View on IAPD