Sightline Wealth Advisors, LLC
Firm details
- Headquarters
- Groton, Connecticut
- CRD number
- 176520
- Registered since
- April 13, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.12%
- Individuals20.59%
- Corporations / Businesses0.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sightline Wealth Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and owned by an individual. The firm works mainly with individual and family clients, delivering financial planning and portfolio management services for individuals and small businesses. Its billing mixes AUM-based fees with hourly and fixed-fee arrangements. Sightline is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Private Funds2%
Contacts
3 of 4William Duvall
Trade OperationsCRD 4746407
Stefan Pellish
PrincipalCRD 2726284
Mark Steffen
PrincipalCRD 2457526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$288M in ETFs
100%
$288M
0%
$577K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $29.1M | 395,782 | 10.07% |
Location
Groton, CT
New London
Location
Groton, CT
Headquartered in Groton, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- New London
- Address
- 495 Gold Star Hwy
- Time zone
- ET (UTC-5)
- Office locations
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