STREAMLINE ADVISORY
Firm details
- Headquarters
- BELLINGHAM, Washington
- CRD number
- 335789
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Streamline Advisory is an independent registered investment adviser organized as an LLC and owned by an individual. Its client focus is individuals and families; the firm bills clients via a percentage of assets under management and by hourly charges. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Tor Benson
CCO, Managing MemberCRD 7682710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BELLINGHAM, WA
WHATCOM
Location
BELLINGHAM, WA
Headquartered in BELLINGHAM, WA, in the West of the United States.
- Region
- West
- County
- WHATCOM
- Address
- 2219 Rimland Dr
- Time zone
- PT (UTC-8)
- Office locations
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