$46.2M Total AUM
$44.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-24-2018
- Office Locations
- 1
Office Locations
4145 Faraday WAY Palm Beach Gardens FL
About Blue Line Capital Advisors
Blue Line Capital Advisors is a Palm Beach Gardens-based RIA. The firm has been operating for 7 years. Managing $46.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
51 AVG AGE
$46.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Owner & Executives
JOSEPH HAROLD LITTKY
Investment Advisor, Owner
- CRD
- #2597427
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,916,795 | -- |
| Non-Discretionary | $1,297,000 | -- |
| Total | $46,213,795 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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