Overview
Assets Under Management: $908 million
Headquarters: VALLEY VIEW, OH
High-Net-Worth Clients: 6
Average Client Assets: $81 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.52
Average High-Net-Worth Client Assets: $81 million
Total Client Accounts: 3,544
Discretionary Accounts: 3,544
Regulatory Filings
CRD Number: 173310
Filing ID: 2001140
Last Filing Date: 2025-07-01 09:56:00
Website: https://lineweaver.net