Straightline
Straightline (CRD# 127401) is a financial advisory firm headquartered in Troy, MI. They manage $1,002,563,047 in 5,694 accounts and serve the financial needs of clients across 28 states (or territories).
-
Total Assets Under Management1,003MILLION
-
Total Number of Accounts5,694ACCOUNTS
-
Average Account Value$176,074
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, ME, MI, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
Michael Bisaro (CRD# 4503168) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 22 years of experience in the finance industry.
Jason Fisher (CRD# 4901767) is an Investment Advisor Representative working at Straightline in Findlay, OH and has over 18 years of experience in the finance industry.
Doris Karras (CRD# 2865041) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 27 years of experience in the finance industry.
Gaurav Mehra (CRD# 5845725) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 13 years of experience in the finance industry.
Bethany Mosshart (CRD# 4837560) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 13 years of experience in the finance industry.
Steven Mosshart (CRD# 1504071) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 37 years of experience in the finance industry.
Michael Rice (CRD# 6409136) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 9 years of experience in the finance industry.
Dennis Raffin (CRD# 7756753) is an Investment Advisor Representative working at Straightline in Troy, MI and has 1 year of experience in the finance industry.
Robert Rickey (CRD# 2224334) is an Investment Advisor Representative working at Straightline in Troy, MI and has over 31 years of experience in the finance industry.
Kyle Zammit (CRD# 7799810) is an Investment Advisor Representative working at Straightline in Troy, MI and has 1 year of experience in the finance industry.