Shorebridge Wealth Management

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

600 Waterfront Dr Ste 125, Pittsburgh, P...

Phone Number

(412) 742-4850

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
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ZI Rank
2
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2

About Shorebridge Wealth Management

Shorebridge Wealth Management, located in Pittsburgh, PA, offers a comprehensive range of wealth management services including financial planning, investment management, and retirement planning. The firm is dedicated to providing personalized financial strategies tailored to the unique objectives of its clients. With a highly experienced team of financial advisors, Shorebridge emphasizes a collaborative approach to address all aspects of clients' financial lives. Their commitment to building trusting relationships ensures that clients receive the guidance necessary to achieve their financial goals.Explore more
Shorebridge Wealth Management's Social MediaPopular SearchesShorebridge Wealth ManagementShorebridge Wealth Management LLCRaymond James Financial IncShorebridgeShorebridge Wealth Management isSIC Code 62,628NAICS Code 52,523Show more

Shorebridge Wealth Management Org Chart

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Managing Director and Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shorebridge Wealth Manage...

<$5M
11-50
Private
-
2013
SE
Sunny ErdmanTeam Member
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2003
MG
Margarita GarzaClient Relationship Manager
<$5M
1-10
Private
-
1962
RD
Robin DrummondClient, Trinitas Wealth Management Relationship Manager
<$5M
1-10
Private
-
2004
CS
Colbie StephensClient Service Associate
<$5M
1-10
Private
-
2015
CH
Christopher HeistenPresident & Founder
<$5M
1-10
Private
-
1979
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shorebridge Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shorebridge Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shorebridge Wealth Management.

Shorebridge Wealth Management Tech Stack

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Frequently Asked Questions Regarding Shorebridge Wealth Management

What is Shorebridge Wealth Management's official website?
Shorebridge Wealth Management's official website is www.shorebridgewm.com
What is Shorebridge Wealth Management's Revenue?
Shorebridge Wealth Management's revenue is <$5 Million
What is Shorebridge Wealth Management's SIC code?
Shorebridge Wealth Management's SIC: 62,628
What is Shorebridge Wealth Management's NAICS code?
Shorebridge Wealth Management's NAICS: 52,523
How many employees does Shorebridge Wealth Management have?
Shorebridge Wealth Management has 11-50 employees
What industry does Shorebridge Wealth Management belong to?
Shorebridge Wealth Management is in the industry of: Finance, Securities Trading
What is Shorebridge Wealth Management competition?
Shorebridge Wealth Management top competitors include: Reynolds Wealth Management, Trinitas Wealth Management, Hudak Financial Strategies, The Normann Financial Group
What technology does Shorebridge Wealth Management use?
Some of the popular technologies that Shorebridge Wealth Management uses are: Ruxit, YouTube, Vimeo, Google Tag Manager
How do I contact Shorebridge Wealth Management?
Shorebridge Wealth Management contact info: Phone number: (412) 742-4850 Website: www.shorebridgewm.com
What does Shorebridge Wealth Management do?

Shorebridge Wealth Management, located in Pittsburgh, PA, offers a comprehensive range of wealth management services including financial planning, investment management, and retirement planning. The firm is dedicated to providing personalized financial strategies tailored to the unique objectives of its clients. With a highly experienced team of fi... nancial advisors, Shorebridge emphasizes a collaborative approach to address all aspects of clients' financial lives. Their commitment to building trusting relationships ensures that clients receive the guidance necessary to achieve their financial goals.Read More

What are Shorebridge Wealth Management social media links?
Shorebridge Wealth Management Linkedin page Shorebridge Wealth Management Twitter page
Is Shorebridge Wealth Management a public company?
Shorebridge Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Shorebridge Wealth Management

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