Overview
Assets Under Management: $1.1 billion
Headquarters: TROY, MI
High-Net-Worth Clients: 468
Average Client Assets: $1 million
Frequently Asked Questions
STRAIGHTLINE GROUP, 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 #127401), STRAIGHTLINE GROUP, LLC is subject to fiduciary duty under federal law.
STRAIGHTLINE GROUP, LLC is headquartered in TROY, MI.
STRAIGHTLINE GROUP, LLC serves 468 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, STRAIGHTLINE GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
STRAIGHTLINE GROUP, LLC manages $1.1 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, STRAIGHTLINE GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 468
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.47
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 6,731
Discretionary Accounts: 6,071
Non-Discretionary Accounts: 660
Regulatory Filings
CRD Number: 127401
Filing ID: 1973833
Last Filing Date: 2025-03-31 13:35:00
Website: https://calfee.com