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Building 2SIGHTLINE WEALTH ADVISORS, LLC

Map pinGROTON, CT
Phone(860) 448-0611
NotebookSEC #801-91168
Total AUM
$354.2M
Employees
5
Clients
291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
495 GOLD STAR HIGHWAY
SUITE 100
GROTON
CT 06340
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(860) 448-0611
Other Offices
1

ReceiptFinancials

Total AUM
$354.2M
Accounts
910
Discretionary
$292M
Accounts
755
Non-Discretionary
$62.2M
Accounts
155

ContactClients

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Individual Clients
172
AUM
$72.9M
HNW Individual Clients
118
AUM
$280.2M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANENHNYRIVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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