Gainline Financial Partners, LLC

RIASEC RegisteredEst. 2023

Total AUM

$349M

Discretionary

$329M

94% of AUM

Avg account

$348K

Accounts

1,001

Employees

Advisory reps

Firm details

Headquarters: Louisville, Colorado
CRD number: 326716
Registered since: June 1, 2023
Website: gainlinefp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.38%
Individuals14.41%
Pension & Profit Sharing Plans0.68%
Corporations / Businesses0.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gainline Financial Partners, LLC is an independent registered investment adviser operating as an LLC and registered with the SEC in 2023. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients, offering both percentage-of-AUM and fixed-fee billing. It also conducts broker-dealer registered representative activities and functions as an insurance broker. Advisory services include financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. The firm also provides pension consulting and the selection of other advisers, indicating a willingness to outsource or sub-advise where appropriate. Gainline is not identified as an active ESG investor and is not characterized as a multistate adviser in the available data.