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Building 2HIGHLINE WEALTH MANAGEMENT, LLC

Map pinROCKVILLE, MD
Phone301-564-9500
NotebookSEC #801-67341
Total AUM
$1.4B
Employees
24
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE PRESERVE PARKWAY
SUITE 610
ROCKVILLE
MD 20852
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
301-564-9500

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,020
Discretionary
$1B
Accounts
2,245
Non-Discretionary
$334M
Accounts
775

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMAMDNYPATXVA

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

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