STRAIGHTLINE - Financial Advisor in Michigan, Troy

Tel: 248-269-8366 165 Kirts Blvd. Ste 100 Troy, Michigan 48084-5200

About STRAIGHTLINE

STRAIGHTLINE is a Troy, Michigan based financial advisory firm with nearly $1,121,194,253 in assets under management and provides investment advisory services for 5644 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

127401

Firm SEC#:

801-63408

Assets Under Management:

$1,121,194,253

No. of Clients:

5644

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Education seminars/workshops, Other (CONSULTATIONS)

Fee Structure:

A percentage of AUM, Fixed fees, Other (INSURANCE COMMISSIONS)

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