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| SightLine Wealth Advisors LLC
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| |
|---|---|
| CRD # | 176520 |
| SEC # | 801-91168 |
| CIK # | 0001841979 |
| AUM | $242.4 MM (2024-06-07) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 860-448-0611 |
| Address | 495 Gold Star Highway Groton, CT 06340 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SKT | 1,511.6 | 2.7 | |
| ABG | 3,873.9 | 1.4 | |
| MSFT | 1,918,222.4 | 1.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 57.0 |
| (b) Individuals (high net worth individuals) | 94 | 184.6 |
| (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 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 799 | 242.4 |
| By Discretionary | ||
| Discretionary | 634 | 193.6 |
| Non-Discretionary | 165 | 48.8 |
| Total | 799 | 242.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.4 | |
| Total | 799 | 242.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001841979] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Charter Research & Investment Group Inc
✚
|
CT | 0.2 |
|
Retirement Planning Group LLC
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NY | 0.2 |
|
Walker Asset Management LLC
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MO | 0.2 |
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Arroyo Investment Group LLC
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CA | 0.2 |
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Wilmington Capital Securities LLC
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NY | 0.2 |
|
Beddow Capital Management Inc
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WY | 0.2 |
|
First Financial Group Corporation
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NC | 0.2 |
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Benson Investment Management Company Inc
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VA | 0.2 |
|
Ayrshire Capital Management LLC
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CT | 0.2 |
|
Tiller Partners LLC
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CA | 0.2 |