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CLINE FINANCIAL CONCEPTS, LLC
CRD 135679
1800 S. OAK STREET, SUITE 101, CHAMPAIGN, IL, 61820, United States
Phone
(217) 607-0251
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$86.8M
Discretionary AUM
$82.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $19.5M |
| High net worth individuals | 21 | $48.0M |
All web addresses on file
Official SEC filing: View on IAPD