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Home > Retirement Planners > arizona > mesa > BASELINE PARTNERS LLC
BASELINE PARTNERS LLC
1819 E Southern Ave.
B10
Mesa, Arizona 85204
Tel: 480-336-9730
About BASELINE PARTNERS LLC
BASELINE PARTNERS LLC, formally registered with the SEC as BASELINE PARTNERS LLC. The firm was established in 01/20/2023. They have over 2 offices throughout the country.
BASELINE PARTNERS LLC is a Mesa, Arizona based Financial Planning firm with nearly $143,284,283 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301762 |
| SEC# | 801-127224 |
| Assets Managed by Firm | $143,284,283 |
| No. of Clients | 2 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2 | $143,284,283 |
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