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Blueline Advisors LLC
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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 |