RIA Intel›Advisers›Minnesota›SHORES EDGE FINANCIAL LLC

SHORES EDGE FINANCIAL LLC

Advisory

MN

Data as of Feb 3, 2026 · Source: SEC Form ADV

Average account
$128K
across 211 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM
$27M
Discretionary %
100%
Clients
211
Employees
1

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$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients211
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

INTELLIGENT ALPHA LLC
MINNEAPOLIS, MN
$27M
MINDER NARUSIEWICZ, INC.
WOODBURY, MN
$27M
LOWRY INVESTORS SERVICES INC
ST. PAUL, MN
$27M
+3.2% 1Y
SOURCE ADVISORS, INC.
MINNEAPOLIS, MN
$27M
+1.0% 1Y
LAGER & COMPANY, INC.
$27M
+9.1% 1Y
GREATER GOOD FINANCIAL LLC
$26M

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