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Client Relationship Summary (Form CRS / Form ADV Part 3)

Click to download a copy of Shoreline's Client Relationship Summary.

Shoreline's Client Relationship Summary (Form CRS), is a summary disclosure form intended to provide you, the investor, with simple, easy-to-understand information about the nature of your relationship with your financial profressional.  Additionally, this summary disclosure can help you more easily compare services between firms so you can make more informed decisions.  Please refence Shoreline's Brochure (Form ADV Part 2) for more detailed information.