BLUELINE ADVISORS

BLUELINE ADVISORS LLC

CRD 164642 · SEC 801-91171

Visit website

99 WATER STREET, SUITE 3, EXETER, NH, 03833, United States

Phone

603-418-0940

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$247.2M

Discretionary AUM

$139.0M

Team

3 total employees; 3 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersSUB-ADVISORY SERVICES; CONSULTING ON NON-SECURITIES RELATED PROJECTS

Client types

Type	Clients	AUM
Individuals	96	$27.5M
High net worth individuals	52	$160.9M

States served

ME, MA, NH, FL

All web addresses on file

HTTPS://WWW.BLUELINE-ADVISORS.COM

Official SEC filing: View on IAPD