STRAIGHTLINE

165 Kirts Blvd.
Ste 100
Troy, Michigan 48084
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 3 offices throughout the country.

STRAIGHTLINE is a Troy, Michigan based Financial Planning firm with nearly $1,002,563,047 assets under management, offering retirement planning & investment advisory services to 5694 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127401
SEC#	801-63408
Assets Managed by Firm	$1,002,563,047
No. of Clients	5694
No. of Advisors	8

Fee Structure

A Percentage of AUM
Fixed Fees
Other(INSURANCE COMMISSIONS)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5694	$1,002,563,047
Individuals (other than high net worth individuals)	2218	$434,128,663
High net worth individuals	410	$566,314,945
Charitable organizations	4	$2,119,439

Inquire with STRAIGHTLINE

More Retirement Planning firms in Troy, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$222,731,514,408	132	176
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$18,613,469,251	16470	130
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$17,421,295,183	82	64
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$12,103,858,871	332	15
MCQUEEN FINANCIAL ADVISORS II, INC. 1239 Anderson Road Clawson, MI, 48017	$11,794,814,698	145	50

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