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Shore Point Advisors LLC

EST. AUM
$327,720,533

CONTACTS

CLIENT ACCOUNTS
1,612

Firm Details

Metro area New York City
CRD Number 296848
Website shorepointadvisors.com
Client types

Overview

Shore Point Advisors, LLC is an independent, SEC-registered investment adviser (RIA) headquartered in Brielle, New Jersey. Founded and led by CEO Jason Lamb, the firm operates under a strict fiduciary standard, providing holistic wealth management and financial planning for individuals, families, and small businesses. Their investment philosophy is built upon an "Evidence-Based" methodology, utilizing the Fama-French Five-Factor Model to target market returns across dimensions such as size, value, and profitability. A cornerstone of their approach is Investor Coaching, which focuses on educating clients to maintain discipline and avoid emotional decision-making during market volatility. The firm is affiliated with JCL Financial, LLC for insurance services and typically utilizes low-cost, institutional-grade ETFs and mutual funds for portfolio implementation.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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