CENTERLINE WEALTH ADVISORS, LLC

10200 Forest Green Blvd.
Suite 311
Louisville, Kentucky 40223
Tel: (502) 242-1561

About CENTERLINE WEALTH ADVISORS, LLC

CENTERLINE WEALTH ADVISORS, LLC, formally registered with the SEC as CENTERLINE WEALTH ADVISORS, LLC. The firm was established in 06/28/2012. They have over 1 offices throughout the country.

CENTERLINE WEALTH ADVISORS, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $293,280,909 assets under management, offering retirement planning & investment advisory services to 811 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164485
SEC#	801-76852
Assets Managed by Firm	$293,280,909
No. of Clients	811
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
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
Other (BIZ2BEACH EXIT PLANNING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	811	$293,280,909
Individuals (other than high net worth individuals)	138	$13,803,616
High net worth individuals	123	$265,073,422
Pension and profit sharing plans	3	$2,817,829
Corporations or other businesses	9	$8,754,896

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