Overview
Assets Under Management: $273 million
Headquarters: LOUISVILLE, CO
High-Net-Worth Clients: 522
Average Client Assets: $436,450
Frequently Asked Questions
GAINLINE FINANCIAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326716), GAINLINE FINANCIAL PARTNERS, LLC is subject to fiduciary duty under federal law.
GAINLINE FINANCIAL PARTNERS, LLC is headquartered in LOUISVILLE, CO.
GAINLINE FINANCIAL PARTNERS, LLC serves 522 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, GAINLINE FINANCIAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GAINLINE FINANCIAL PARTNERS, LLC manages $273 million in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, GAINLINE FINANCIAL PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 522
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.42
Average High-Net-Worth Client Assets: $436,450
Total Client Accounts: 875
Discretionary Accounts: 860
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 326716
Filing ID: 2018209
Last Filing Date: 2025-11-18 17:00:22
Website: 0