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Building 2BLUE LINE CAPITAL

Map pinCHICAGO, IL
Phone312-837-3944
NotebookSEC #801-135568
Total AUM
$131.9M
Employees
5
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 W. JACKSON BLVD
SUITE 2620
CHICAGO
IL 60604
United States
Operating Hours
7:00 AM TO 4:00 PM
Monday - Friday
Phone
312-837-3944
Other Offices
2

ReceiptFinancials

Total AUM
$131.9M
Accounts
348
Discretionary
$131.7M
Accounts
346
Non-Discretionary
$210.7K
Accounts
2

ContactClients

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Individual Clients
97
AUM
$25.8M
HNW Individual Clients
24
AUM
$78.7M
Pension/Profit Sharing Plan Clients
15
AUM
$2.6M
Corporation or Business Clients
4
AUM
$24.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINCNJNYSDTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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