Straightline

RIASEC RegisteredEst. 2004

Total AUM

$1.2B

Discretionary

$1.1B

97% of AUM

Avg account

$246K

Accounts

4,752

Employees

Advisory reps

Firm details

Headquarters: Troy, Michigan
CRD number: 127401
Registered since: August 11, 2004
Website: www.straightline.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals55.07%
HNWI44.65%
Charitable Organizations0.19%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Straightline operates as an independent, individual-owned limited liability company that has been SEC-registered since 2004. The firm positions itself as a multi-service advisory and capital-allocation platform serving both individual and family clients as well as institutional relationships. Its advisory offering includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, manager selection, and educational seminars. Straightline also functions as an insurance broker and charges clients using a mix of percentage-of-AUM fees, fixed fees and other fee arrangements. The firm is not characterized as an active ESG investor in the reported data. Noted recognitions include placement on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms lists in 2021 and 2022.