Straightline

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.1B

97% of AUM

Avg account

$246K

Accounts

4,752

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 127401
Registered since: August 11, 2004
Website: www.straightline.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals55.07%
HNWI44.65%
Charitable Organizations0.19%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Straightline is an independent, individual-owned limited liability advisory firm that provides investment management and financial planning to both high-net-worth individuals and institutional clients. The firm is SEC-registered (registered in 2004) and describes itself as a capital allocator, combining discretionary portfolio management with fee models that include asset-based fees, fixed fees and other arrangements. Services extend beyond portfolio construction to insurance brokerage, selecting sub-advisers, and running educational seminars and workshops. The firm does not position itself as an ESG investor. Its client mix covers individual and family relationships as well as business and institutional mandates, and it offers both financial planning and portfolio services for individuals, small businesses and larger institutional clients.