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⚲
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| Blueline Advisors LLC
✚
|
|
|---|---|
| CRD # | 164642 |
| SEC # | 801-91171 |
| CIK # | |
| AUM | $169.8 MM (2023-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 603-418-0940 |
| Address | 99 Water Street Exeter, NH 03833 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 12.4 |
| (b) Individuals (high net worth individuals) | 33 | 118.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 58.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 192.4 |
| By Discretionary | ||
| Discretionary | 362 | 109.8 |
| Non-Discretionary | 86 | 82.6 |
| Total | 448 | 192.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.4 | |
| Total | 448 | 192.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Apex Capital Management LLC
✚
|
LA | 0.2 |
|
Investor's Capital Management LLC
✚
|
CA | 0.2 |
|
Signify Wealth LLC
✚
|
MO | 0.2 |
|
Blue Investment Management LLC
✚
|
FL | 0.2 |
|
Experiential Wealth Inc
✚
|
MD | 0.2 |
|
Opinicus Capital Inc
✚
|
FL | 0.2 |
|
Conquis Financial LLC
✚
|
CA | 0.2 |
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |
|
Waypoint Wealth Management LLC
✚
|
MD | 0.2 |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |