|
⚲
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| Blueline Advisors LLC
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| |
|---|---|
| CRD # | 164642 |
| SEC # | 801-91171 |
| CIK # | |
| AUM | $184.1 MM (2024-03-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 603-418-0940 |
| Address | 99 Water Street Exeter, NH 03833 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 19.3 |
| (b) Individuals (high net worth individuals) | 50 | 117.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 45.7 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 466 | 184.1 |
| By Discretionary | ||
| Discretionary | 365 | 95.4 |
| Non-Discretionary | 101 | 88.7 |
| Total | 466 | 184.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.1 | |
| Total | 466 | 184.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Foundation Capital Management LLC
✚
|
PA | 0.2 |
|
Sandena Inc
✚
|
CA | 0.2 |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 0.2 |
|
Windward Wealth Strategies Inc
✚
|
WI | 0.2 |
|
Lifetime Wealth Management PC
✚
|
TX | 0.2 |
|
Bland Garvey Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Runde & Co LLC
✚
|
WA | 0.2 |
|
Wilkins Miller Wealth Management LLC
✚
|
AL | 0.2 |
|
Beadell A D Investment Counsel Inc
✚
|
WI | 0.2 |
|
Pacific Park Financial Inc
✚
|
CA | 0.2 |