$1.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
8 yrs Firm Age
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- Custodian
- Betterment · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-2018
- Office Locations
- 1
Office Locations
2459 Eastbluff Drive Suite 752 Newport Beach CA
About Shorebird, LLC
Shorebird, LLC is a Newport Beach, CA boutique RIA serving entrepreneurs with financial planning, portfolio construction, and business succession support. The firm emphasizes asset allocation using publicly traded vehicles—primarily equity ETFs and mutual funds—implemented through custodial platforms including Betterment and Interactive Brokers.
Team overview
27 AVG AGE
$1.8M AVG AUM / ADVISOR
$456.5K AVG AUM / CLIENT
8.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
COREY A JOHNSON
Chief Compliance Officer, Managing Member
- CRD
- #6861573
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,825,956 | -- |
| Total | $1,825,956 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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