BLACKLINES FINANCIAL

RIASEC Registered

Total AUM

$53M

Discretionary

$52.8M

100% of AUM

Avg account

$213K

Accounts

249

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 323340
Website: www.blacklinesfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI53.98%
Individuals45.2%
Pension & Profit Sharing Plans0.62%
Corporations / Businesses0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blacklines Financial is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm bills on a combination of AUM-based and fixed fees and provides a mix of financial planning and discretionary portfolio management across individuals, small businesses and institutions. Its advisory scope also includes pension consulting and selecting outside advisers, and the firm describes itself as a capital allocator — indicating it places client capital with third-party managers in addition to managing assets directly. Regulatory and operating notes in the firm's profile indicate it does not market itself as a multi-state adviser and does not position as an ESG-focused manager. Ownership is held by an individual owner, and the firm maintains business affiliations with accounting and insurance professionals.