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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2017
- Office Locations
- 2
Office Locations
About Shorepine Wealth Management, LLC
Shorepine Wealth Management is a Tiburon, CA fee-only RIA providing comprehensive financial plans that serve as the foundation for client-specific asset allocation, paired with in-house, institutional-level portfolio management. The firm follows a fiduciary standard and positions its advice as independent and conflict-free, using vehicles such as public funds and ETFs; custody includes Schwab and TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Marc William Lieberman
Analyst, Chief Executive Officer, Investment Advisor, Managing Member
- CRD
- #2809763
- Ownership
- 75% or more
JILL FRANCES LIEBERMAN
Founder, Portfolio Manager, Principal
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,792,237 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,792,237 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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