Gainline Financial Partners, LLC

RIASEC Registered

Total AUM

$349M

Discretionary

$329M

94% of AUM

Avg account

$348K

Accounts

1,001

Employees

Advisory reps

Firm details

Headquarters: Louisville, Colorado
CRD number: 326716
Registered since: June 1, 2023
Website: gainlinefp.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.38%
Individuals14.41%
Pension & Profit Sharing Plans0.68%
Corporations / Businesses0.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gainline Financial Partners, LLC is an independent RIA structured as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and combines fee-based advisory services (percentage of AUM and fixed fees) with broker-dealer and insurance brokerage activity. Advisory offerings listed on the firm’s ADV include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. The firm identifies itself as a capital allocator and does not position itself as an active ESG investor.