Shoreline Partners Wealth Management Revenue

Financial Services • 408 W Baldwin Rd, PANAMA CITY, United States • 1-10 Employees

Shoreline Partners Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Shoreline Partners Wealth Management

Patrick Jinks

Founder/Managing Member

Company overview

Headquarters	408 W Baldwin Rd, PANAMA CITY, Florida 32405, US
Website	shorelinepartners.com
NAICS	52
Keywords	Wealth Management, Asset Management, Business Succession, Fiduciary, Financial Planning, Divorce Planning, Defined Benefit Plans, Life Event Planning, Sudden Wealth, 401(K) Administration
Founded	2017
Employees	1-10

About Shoreline Partners Wealth Management

Shoreline Partners Wealth Management, LLC opened its doors in 2017 with a clear and simple mission: to grow and protect our clients’ wealth by implementing durable, resilient investment strategies that are both comfortable for our clients and suitable for their financial circumstances. We are an independent fiduciary, and as such we guard the interests of our clients vigorously. We are committed to providing our clients investment management that is grounded in our objective research and judgment. Our firm is structured to align our interests as closely as possible with the interests of our clients. As a fee-only firm, we charge a management fee based upon the assets that we manage. We receive no commissions or other fees based on transactions and we do not sell any financial products. Finally, because we are 100% employee-owned and have no corporate parent, we are free to focus exclusively on managing our clients’ investment portfolios. The custodian for Shoreline Partners Wealth Management, LLC is Raymond James Financial, Inc. Advisory services are offered through Great Lakes & Atlantic Wealth Management & Advisory Partners, LLC, an independent Registered Investment Advisor (RIA) based in Charlotte, North Carolina.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Shoreline Partners Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Shoreline Partners Wealth Management has never raised funding before.

Frequently asked questions

Shoreline Partners Wealth Management is located in 408 W Baldwin Rd, PANAMA CITY, US.

Shoreline Partners Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Shoreline Partners Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Shoreline Partners Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Shoreline Partners Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Shoreline Partners Wealth Management

Patrick Jinks

Founder/Managing Member

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