RIA Intel›Advisers›New Jersey›SHORE FINANCIAL PLANNING, LLC

SHORE FINANCIAL PLANNING, LLC

Advisory

MONMOUTH BEACH, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NJ
#693
of 775 advisers by AUM
Average account
$177K
across 309 accounts
AUM per adviser
$27M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$55M
Discretionary %
100%
Clients
67
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, NY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

REPEX INVESTMENT MANAGEMENT CO., INC.
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GROESBECK INVESTMENT MANAGEMENT CORP
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$55M
+12.9% 1Y
SCURLYDOG CAPITAL, LLC
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$54M
+13.1% 1Y
SYSTEMATIC FINANCIAL ASSOCIATES, INC.
BRANCHBURG, NJ
$54M
+20.1% 1Y
BUGDAL ZIUSSER ASSET MANAGEMENT, INC.
$55M
GRAF FINANCIAL ADVISORS, LLC
WAYNE, NJ
$54M
+10.7% 1Y

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