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- Custodian
- Charles Schwab & Company · LPL Financial · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-20-2012
- Office Locations
- 3
Office Locations
About Blueline Advisors
Blueline Advisors is a boutique RIA in Exeter, NH providing integrated financial planning and investment management for retail and institutional clients. The firm supports estate planning, tax strategies, and retirement income forecasting, drawing on a network of specialist professionals. Portfolios are globally diversified and built for return consistency and capital preservation, with a focus on minimizing losses and significant ETF use; custody includes Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
FRANK CHARLES SABIN
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4442860
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ERIC ROBERT GIACOBBA MR.
--
- CRD
- #5710630
LEONARD PAUL TURCOTTE
--
- CRD
- #6169613
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,997,722 | $340,681 |
| Non-Discretionary | $108,239,878 | $1,061,175 |
| Total | $247,237,600 | $484,780 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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