SHORE MORGAN YOUNG WEALTH STRATEGIES

Latest filing: Mar 20, 2024 (395 days ago)
View on IAPD
Adviser Website

AUM

$615,049,880
17% change vs. 1 year ago
26% change vs. 3 years ago
102% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

10
0% change vs. 1 year ago
-29% change vs. 3 years ago
-17% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

NEW ALBANY, OH
29 S HIGH STREET, NEW ALBANY, OH, UNITED STATES, 43054

Client AUM

Discretion AUM
Discretionary $0.6
Non-Discretionary $0.0
Total $0.6
Client AUM
Retail $0.6
Pooled $0.0
Institutional $0.0
Total $0.6
Retail Accounts AUM
Individual 227 $0.1
Average Individual AUM $253,654
HNW 243 $0.5
Average HNW AUM $2,204,071
Retail Total 470 $0.6
Average Retail AUM $1,262,061

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. WESTLAKE-TX-USA $0.6

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.6
Retail SMA AUM $0.6
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 75% $0.5
Equity Non-Exch 0% $0.0
Govt Agency 3% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 17% $0.1
Other Pools 0% $0.0
Cash 5% $0.0
Other 0% $0.0
Total 100% $0.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

7 active

Name Title
SHORE, LEWIS, DORIAN OWNER
MORGAN, JON, RYAN OWNER
OSTERLING, ADAM, CHRISTOPHER CHIEF COMPLIANCE OFFICER
YOUNG, MARYA, C PRESIDENT AND SHAREHOLDER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
WAYNE STRUBLE NEW ALBANY OH

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
OH, CA-02/12/2019, CT-02/12/2019, FL-10/11/2018, GA-02/12/2019, IL-02/19/2019, LA-03/08/2019, MA-10/11/2018, NC-02/12/2019, NJ-03/14/2019, NY-02/12/2019, OH-10/11/2018, PA-03/08/2019, SC-02/12/2019, TX-10/11/2018, WI-03/08/2019
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
NEWSLETTERS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV