Shorepine Wealth Management

Financial Services • Tiburon, California, United States • 1-10 Employees

Company overview

Headquarters	1610 Tiburon Blvd, Tiburon, California 94920, US
Phone number	+120132014
Website	shorepinewealth.com
NAICS	52
SIC	736
Keywords	Investments, Asset Allocation, Portfolio Management, Financial Planning, Investment Management, Money Management
Founded	2017
Employees	1-10
Socials

Key Contact at Shorepine Wealth Management

Marc Lieberman

Founder, Principal & Portfolio Manager

Shorepine Wealth Management Email Formats

Shorepine Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@shorepinewealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@shorepinewealth.com	100%

About Shorepine Wealth Management

Located in Tiburon, CA, Shorepine Wealth Management, LLC advises individuals, foundations and endowments on all aspects of their wealth management. Providing institutional level money management expertise with the care and responsibility you need in today's marketplace is at the core of our passion. As an independent RIA (Registered Investment Advisor), we help our clients achieve their goals in the manner best suited to their unique situation and risk tolerances. Our firm specializes in providing objective, independent advice not encumbered by the need to promote any one product or service. We are held to a fiduciary standard as an RIA and will work tirelessly to find and manage the best portfolio for you (the client) not us (the firm). We work in a conflict free environment providing our service on a fee-only basis in the most efficient manner possible. Because not only is that the best thing for you, it's the right thing.

Shorepine Wealth Management revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Shorepine Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Shorepine Wealth Management has never raised funding before.

Frequently asked questions

Shorepine Wealth Management is located in Tiburon, California, US.

You can reach Shorepine Wealth Management at +120132014.

Shorepine 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.

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

Key Contact at Shorepine Wealth Management

Marc Lieberman

Founder, Principal & Portfolio Manager

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