Alinea Advisory Services LLC

Overview

Alinea Advisory Services LLC is an independent, SEC-registered registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2021 and reports ownership structure tied to a domestic entity/individual. Its client focus is individuals and families, and its stated advisory activity centers on portfolio management for individuals and small businesses. Fee billing is handled via a subscription-fee model rather than traditional assets-under-management percentage fees. The firm does not identify as an active ESG investor, is not multi-state, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Location & Offices