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Home > Retirement Planners > connecticut > groton > SIGHTLINE WEALTH ADVISORS, LLC
SIGHTLINE WEALTH ADVISORS, LLC
495 Gold Star Highway
Suite 100
Groton, Connecticut 06340
Tel: (860) 448-0611
About SIGHTLINE WEALTH ADVISORS, LLC
SIGHTLINE WEALTH ADVISORS, LLC, formally registered with the SEC as SIGHTLINE WEALTH ADVISORS, LLC. The firm was established in 04/13/2015. They have over 2 offices throughout the country.
SIGHTLINE WEALTH ADVISORS, LLC is a Groton, Connecticut based Financial Planning firm with nearly $242,397,670 assets under management, offering retirement planning & investment advisory services to 799 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 176520 |
| SEC# | 801-91168 |
| Assets Managed by Firm | $242,397,670 |
| No. of Clients | 799 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 799 | $242,397,670 |
| Individuals (other than high net worth individuals) | 167 | $56,972,903 |
| High net worth individuals | 94 | $184,608,807 |
| Corporations or other businesses | Fewer than 5 clients | $815,960 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
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