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STRAIGHTLINE

STRAIGHTLINE GROUP, LLC

CRD 127401 · SEC 801-63408

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165 KIRTS BLVD., STE 100, TROY, MI, 48084-5200, United States

Phone

248-269-8366

Fax

248-269-8390

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.17B

Discretionary AUM

$1.13B

Team

11 total employees; 10 advisory reps; 2 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees; INSURANCE COMMISSIONS

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTATIONS

Client types

TypeClientsAUM
Individuals2093$644.6M
High net worth individuals265$522.6M
Charitable organizations3$2.3M
Corporations/business entities4$961K

States served

AK, AZ, CA, CO, GA, IL, IN, KS, KY, ME, MA, MI, NE, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD