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STREAMLINE ADVISORY
STREAMLINE ADVISORY LLC
CRD 335789
2219 RIMLAND DR SUITE 301, BELLINGHAM, WA, 98226, United States
Phone
360-207-5200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.5M
Discretionary AUM
$1.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.5M |
All web addresses on file
Official SEC filing: View on IAPD