FIRSTLINE FINANCIAL LLC

Overview

Firstline Financial LLC is an independent, owner-operated registered investment adviser that serves individual and family clients, with a client mix that includes small business owners. The firm combines traditional advisory services—financial planning, portfolio management and selection of other advisers—with brokerage activities in real estate and insurance. Fee arrangements are flexible and include percentage-of-AUM fees, hourly billing and fixed fees, reflecting a boutique practice that accommodates different client needs. Investment activity tilts toward public equities: the firm shows a clear preference for exchange-traded equities and uses separately managed account structures for core equity exposure. Firstline also acts as a capital allocator into third-party vehicles, most notably a small real estate fund the firm advises, and supplements equity exposure with mutual funds where appropriate. The firm is not positioned as an ESG investor and operates on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices