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LINEGUARD INVESTMENTS, LLC
CRD 156618 · SEC 801-72279
101 W. BIG BEAVER ROAD, SUITE 1400, TROY, MI, 48084, United States
Phone
248-687-1110
Fax
248-636-2242
Registration
— (—)
Source
State registered
Total AUM
$42.4M
Discretionary AUM
$42.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $704K |
| High net worth individuals | 15 | $41.6M |
| Charitable organizations | 1 | $61K |
All web addresses on file
Official SEC filing: View on IAPD