Blueline Advisors
Firm details
- Headquarters
- Exeter, New Hampshire
- CRD number
- 164642
- Registered since
- April 20, 2015
- Website
- www.blueline-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.09%
- Other Investment Advisers23%
- Individuals11.13%
- Charitable Organizations0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Blueline Advisors is an independent SEC-registered registered investment adviser formed in 2015 and organized as a limited liability company. The firm is owner-operated and serves individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Blueline identifies as a capital allocator — it places client capital with external managers as well as in public funds — and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
- Private Funds2%
Owners & executives
1 of 1
Frank Sabin
Chief Investment OfficerCRD 4442860
Contacts
2 of 2Leonard Turcotte
Advisor RepresentativeCRD 6169613
Eric Giacobba
Client RelationsCRD 5710630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 232Active vs passive
$162M in ETFs
83%
$134M
13%
$28M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $21M | 96,573 | 12.98% |
Location
Exeter, NH
Rockingham
Location
Exeter, NH
Headquartered in Exeter, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 99 Water St
- Time zone
- ET (UTC-5)
- Office locations
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