Centerline Capital Partners

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Jamison, Pennsylvania
CRD number
334327
Registered since
June 12, 2025

Firm profile

FINTRX

Overview

Centerline Capital Partners is organized as a limited liability company and is privately owned by an individual. Publicly available snapshots for the firm contain minimal descriptive material about its services, client focus, fee schedule, or investment philosophy. The firm is listed in an “Unclassified” adviser category and is not identified in the source data as a capital allocator, multi-state adviser, pension consultant, related adviser, or active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jamison, PA

Bucks

Location

Jamison, PA

Headquartered in Jamison, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Bucks
Address
51 Ryans Mill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth