RIA Intel›Advisers›New Jersey›JERSEY SHORE FINANCIAL ADVISORS LLC

JERSEY SHORE FINANCIAL ADVISORS LLC

Advisory

TINTON FALLS, NJ

Data as of Jun 26, 2026 · Source: SEC Form ADV

Average account

$818K

across 40 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 26, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$31M

Non-Discretionary AUM$2M

Discretionary %94%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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