Straightline
Straightline (CRD# 127401) is a financial advisory firm headquartered in Troy, MI. They manage $1,121,194,253 in 5,644 accounts and serve the financial needs of clients across 36 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,121MILLION
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Total Number of Accounts5,644ACCOUNTS
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Average Account Value$198,652
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Financial Advisors at Straightline
No Advisor Found.
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