Straightline

Straightline (CRD# 127401) is a financial advisory firm headquartered in Troy, MI. They manage $819,069,474 in 5,294 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
165 Kirts Blvd., Ste 100, Troy, MI 48084
http://www.straightline.com
By the Numbers
  • Total Assets Under Management
    819
    MILLION
  • Total Number of Accounts
    5,294
    ACCOUNTS
  • Average Account Value
    $154,717
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA

Financial Advisors at Straightline
Showing 1 - 10 of 11 top financial advisors.
1
Michael Bisaro, financial advisor Troy MI
Michael F. Bisaro
CRD#: 4503168
165 Kirts Blvd., Ste 100, Troy, MI 48084
93
Wealthminder
score

Michael Bisaro (CRD# 4503168) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 15 years of experience in the finance industry.

2
Amy Fisher, financial advisor Findlay OH
Amy J. Fisher
CRD#: 5304454
Findlay, OH
93
Wealthminder
score

Amy Fisher (CRD# 5304454) is an Investment Advisor Representative working at Straightline in Findlay, OH and has over 10 years of experience in the finance industry.

3
Jason Fisher, financial advisor Findlay OH
Jason C. Fisher
CRD#: 4901767
551 Lake Cascades Parkway, Findlay, OH 45840
93
Wealthminder
score

Jason Fisher (CRD# 4901767) is an Investment Advisor Representative working at Straightline in Findlay, OH and has over 12 years of experience in the finance industry.

4
Barbara Hartung, financial advisor Saint Louis MO
Barbara J. Hartung
CRD#: 5068498
77 W. Port Plaza, Suite 340, Saint Louis, MO 63146
93
Wealthminder
score

Barbara Hartung (CRD# 5068498) is an Investment Advisor Representative working at Straightline in Saint Louis, MO and has over 11 years of experience in the finance industry.

5
Gaurav Mehra, financial advisor Troy MI
Gaurav S. Mehra
CRD#: 5845725
165 Kirts Blvd., Ste 100, Troy, MI 48084
93
Wealthminder
score

Gaurav Mehra (CRD# 5845725) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 6 years of experience in the finance industry.

6
Bethany Mosshart, financial advisor Troy MI
Bethany W. Mosshart
CRD#: 4837560
165 Kirts Blvd, Suite 600, Troy, MI 48084
93
Wealthminder
score

Bethany Mosshart (CRD# 4837560) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 6 years of experience in the finance industry.

7
John Hrenya, financial advisor Troy MI
John S. Hrenya
CRD#: 6414484
165 Kirts Blvd., Ste 100, Troy, MI 48084
88
Wealthminder
score

John Hrenya (CRD# 6414484) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 2 years of experience in the finance industry.

8
Michael Rice, financial advisor Troy MI
Michael A. Rice
CRD#: 6409136
165 Kirts Blvd., Ste 100, Troy, MI 48084
88
Wealthminder
score

Michael Rice (CRD# 6409136) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 2 years of experience in the finance industry.

9
Evan Sassack, financial advisor Troy MI
Evan R. Sassack
CRD#: 6441268
165 Kirts Blvd., Ste 100, Troy, MI 48084
88
Wealthminder
score

Evan Sassack (CRD# 6441268) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 2 years of experience in the finance industry.

10
Doris Karras, financial advisor Troy MI
Doris C. Karras
CRD#: 2865041
165 Kirts Blvd, Suite 600, Troy, MI 48084
81
Wealthminder
score

Doris Karras (CRD# 2865041) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 20 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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