Streamline Financial Strategies Ltd
Firm details
- Headquarters
- Ada, Ohio
- CRD number
- 336181
- Website
- www.streamline-ins.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Streamline Financial Strategies Ltd. is an independent, Ohio-registered RIA organized as an LLC that focuses on fee-based portfolio management for individuals, families and small businesses. The firm charges clients a percentage of assets under management and also provides manager selection services, acting as a capital allocator when recommending third-party managers or advisers. Streamline lists an industry affiliation with an insurance company and does not present itself as an ESG-focused or multi-state adviser.
Assets & Accounts
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 Funds75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
3 of 3Brynn Thompson
Investment Advisor RepresentativeCRD 6711195
Amanda Morrison
OwnerCRD 5706919
Zachary Donley
AgentCRD 6882449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ada, OH
Hardin
Location
Ada, OH
Headquartered in Ada, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- Hardin
- Address
- 108 E Highland Ave
- Time zone
- ET (UTC-5)
- Office locations
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