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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2023
- Office Locations
- 1
Office Locations
About Gainline Financial Partners, LLC
Gainline Financial Partners is an independent, fiduciary RIA providing comprehensive financial planning, tax-sensitive investment management, and behavioral-finance coaching for families and business owners. The team emphasizes long-term, transparent portfolios and a “bucket” approach for cash, income, and growth to manage liquidity through market cycles, and coordinates planning with clients’ CPAs and estate attorneys. Client assets can be held at Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES CLAUDE HENRY BARKMEIER
Financial Advisor, FOUNDER, MANAGING DIRECTOR, Partner
- CRD
- #7185795
- Ownership
- 50% but less than 75%
PAUL B ROHR
Financial Advisor, FOUNDER, General Partner, MANAGING DIRECTOR
- CRD
- #6249565
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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EMILY M BANDONI
--
- CRD
- #7265359
NADIA CRAINICH
Wealth Management Analyst
- CRD
- #7190108
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,591,627 | $332,920 |
| Non-Discretionary | $20,051,488 | $1,432,249 |
| Total | $348,643,115 | $348,295 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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