Be advised. This firm is no longer registered.

Third Line Financial Planning

Third Line Financial Planning (CRD# 317649) is a financial advisory firm headquartered in , . They manage $2,893,453 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $263,041
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Third Line Financial Planning
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.