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STRAIGHTLINE
TROY, MI
248-269-8366
SEC #801-63408Total AUM
$1.2B
Employees
11Clients
2,365Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
165 KIRTS BLVD.
STE 100
TROY
MI 48084-5200
United States
STE 100
TROY
MI 48084-5200
United States
Operating Hours
8AM-6PM
Monday - Friday
Monday - Friday
Phone
248-269-8366
Other Offices
3
Financials
Total AUM
$1.2B
Accounts
4,752Discretionary
$1.1B
Accounts
4,304Non-Discretionary
$36.3M
Accounts
448
Clients
Individual Clients
2,093AUM
$644.6M
HNW Individual Clients
265AUM
$522.6M
Charitable Organization Clients
3AUM
$2.3M
Corporation or Business Clients
4AUM
$960.5K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTATIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
INSURANCE COMMISSIONS
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTFLGAHIILINKSKYMAMEMIMONCNENHNJNVNYOHOKORPASCTNTXUTVAWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.