25 1st Ave. Nw
Watertown, South Dakota 57201
Tel: 605-878-0897
HI-LINE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as HI-LINE CAPITAL MANAGEMENT, LLC. The firm was established in 04/06/2015. They have over 1 offices throughout the country.
HI-LINE CAPITAL MANAGEMENT, LLC is a Watertown, South Dakota based Financial Planning firm with nearly $631,940,945 assets under management, offering retirement planning & investment advisory services to 467 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 149522 |
SEC# | 801-87167 |
Assets Managed by Firm | $631,940,945 |
No. of Clients | 467 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 467 | $631,940,945 |
Individuals (other than high net worth individuals) | 120 | $12,456,459 |
High net worth individuals | 57 | $70,592,692 |
Charitable organizations | 8 | $497,033,405 |
Other investment advisers | Fewer than 5 clients | $48,548,176 |
Corporations or other businesses | 5 | $3,310,213 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$995,000,000 | 2385 | 7 | |
$921,859,137 | 2 | 6 | |
$786,613,953 | 802 | 8 | |
$581,485,645 | 504 | 8 | |
$306,200,760 | 98 | 3 |
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