Sightline Wealth Advisors, LLC
Firm details
- Headquarters
- Groton, Connecticut
- CRD number
- 176520
- Registered since
- April 13, 2015
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.12%
- Individuals20.59%
- Corporations / Businesses0.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sightline Wealth Advisors, LLC is an independent, individual-owned RIA that provides financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC (registered in 2015) and charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Sightline focuses on traditional wealth management for individual and family clients rather than institutional or pension work, and it does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents5%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
- Private Funds2%
Contacts
3 of 4William Duvall
Trade OperationsCRD 4746407
Stefan Pellish
PrincipalCRD 2726284
Mark Steffen
PrincipalCRD 2457526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$222M in ETFs
100%
$221M
0%
$444K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $27.1M | 386,573 | 12.22% |
Location
Groton, CT
New London
Location
Groton, CT
Headquartered in Groton, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- New London
- Address
- 495 Gold Star Hwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Arkview Capital, L.P.
RIAStamford, CT
GFO Advisory Services, LLC
RIAGreenwich, CT
AIS Capital Management L.P.
RIAWilton, CT
Silver Point Private Credit Fund Management, LLC
RIAGreenwich, CT
Ararat Capital Management LP
RIAWestport, CT
Ayrton Capital LLC
RIAWestport, CT