FINISH LINE WEALTH MANAGEMENT, LLC

Overview

Finish Line Wealth Management, LLC is organized as a limited liability company that offers fee-based advisory services focused on planning and discretionary portfolio management. According to FINTRX, the firm provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Compensation models listed include both a percentage-of-assets-under-management fee and flat, fixed fees. The profile indicates the firm does not position itself as an ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Location & Offices