GAINLINE FINANCIAL PARTNERS, LLC

917 Front Street
Suite 160
Louisville, Colorado 80027
Tel: 720-548-4391

About GAINLINE FINANCIAL PARTNERS, LLC

GAINLINE FINANCIAL PARTNERS, LLC, formally registered with the SEC as GAINLINE FINANCIAL PARTNERS, LLC. The firm was established in 06/01/2023. They have over 1 offices throughout the country.

GAINLINE FINANCIAL PARTNERS, LLC is a Louisville, Colorado based Financial Planning firm with nearly $220,679,372 assets under management, offering retirement planning & investment advisory services to 662 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326716
SEC#	801-128065
Assets Managed by Firm	$220,679,372
No. of Clients	662
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	662	$220,679,372
Individuals (other than high net worth individuals)	291	$36,270,378
High net worth individuals	362	$180,781,964
Pension and profit sharing plans	Fewer than 5 clients	$1,495,923
Corporations or other businesses	8	$2,131,107

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ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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