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JOHN LINE, CPA, INC.
CRD 311399
1700 PACIFIC AVENUE, SUITE 4580, DALLAS, TX, 75201, United States
Phone
214-287-4266
Fax
214-594-8115
Registration
— (—)
Source
State registered
Total AUM
$79.0M
Discretionary AUM
$79.0M
Team
2 total employees; 1 advisory reps; 15 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $64.0M |
| Pension/profit sharing plans | 15 | $15.0M |
All web addresses on file
Official SEC filing: View on IAPD