|
⚲
|
| Straightline Group LLC
✚
| |
|---|---|
| CRD # | 127401 |
| SEC # | 801-63408 |
| CIK # | |
| AUM | $1.1 BB (2024-08-22) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 248-269-8366 |
| Address | 165 Kirts Blvd Troy, MI 48084-5200 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,154 | 495.1 |
| (b) Individuals (high net worth individuals) | 449 | 624.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,644 | 1,121.2 |
| By Discretionary | ||
| Discretionary | 5,218 | 1,068.9 |
| Non-Discretionary | 426 | 52.3 |
| Total | 5,644 | 1,121.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,121.2 | |
| Total | 5,644 | 1,121.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Triune Financial Partners LLC
✚
|
KS | 1.1 |
|
Heartwood Wealth Advisors LLC
✚
|
VA | 1.1 |
|
Madison Financial Advisors Ltd
✚
|
OH | 1.1 |
|
Janiczek Wealth Management LLC
✚
|
CO | 1.1 |
|
Momentum Independent Network Inc
✚
|
TX | 1.1 |
|
West Chester Capital Advisors Inc
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|
PA | 1.1 |
|
Acorn Financial Advisory Services Inc
✚
|
VA | 1.1 |
|
Triangle Securities Wealth Management Inc
✚
|
NC | 1.1 |
|
Charter Oak Capital Management LLC
✚
|
NH | 1.1 |
|
Retirement Investment Advisors Inc
✚
|
OK | 1.1 |