← Back to searchVisit website
SHOREBIRD, LLC
CRD 290121
2459 EASTBLUFF DRIVE, SUITE 752, NEWPORT BEACH, CA, 92660, United States
Phone
951-216-9355
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.8M |
All web addresses on file
Official SEC filing: View on IAPD