STRAIGHTLINE

165 Kirts Blvd.
Ste 100
Troy, Michigan 48084-5200
Tel: 248-269-8366

About STRAIGHTLINE

STRAIGHTLINE, formally registered with the SEC as STRAIGHTLINE. The firm was established in 08/11/2004. They have over 4 offices throughout the country.

STRAIGHTLINE is a Troy, Michigan based Financial Planning firm with nearly $1,121,194,253 assets under management, offering retirement planning & investment advisory services to 5644 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127401
SEC#	801-63408
Assets Managed by Firm	$1,121,194,253
No. of Clients	5644
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Other (INSURANCE COMMISSIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (CONSULTATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	5644	$1,121,194,253
Individuals (other than high net worth individuals)	2154	$495,067,076
High net worth individuals	449	$624,337,389
Charitable organizations	3	$1,789,788

More Retirement Planning firms in Troy, Michigan:

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JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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