$79.0M Total AUM
$79.0M Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- BridgeValue harbor
- Established Date
- 11-30-2020
- Office Locations
- 1
Office Locations
1700 Pacific Avenue Suite 4580 Dallas TX
About John Line, CPA, Inc.
John Line, CPA, Inc. is a Dallas, TX RIA providing integrated wealth management—financial planning, retirement and investment management, and year-round personal tax preparation/planning. Portfolios are aligned to client goals and risk tolerance and are implemented largely with ETFs, custodied at Fidelity/NFS and TD Ameritrade. Founder John Line is a CFP with a Master of Taxation and Big Four tax background.
Team overview
-- AVG AGE
$79.0M AVG AUM / ADVISOR
$877.8K AVG AUM / CLIENT
5.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Vertex atlas
Investment Themes
Summit oak Vital
Investment Vehicles
Value
Services
Unison Ember capital Fusion Zenith quantum Oak vector Meridian optima Unison radial
Technology
Wave zenith Foundation horizon
Owner & Executives
J
JOHN EDWARD LINE
Chief Compliance Officer, Owner, President
- CRD
- #4793414
- Ownership
- 75% or more
(452) 633-4158
foundation.ember@harborcapital.com
in linkedin.com/in/ember-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,000,000
Equity - Exchange:
49.7% Cash:
50.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,393,456,567 | 49.7% |
| Cash | $2,422,351,414 | 50.3% |
| Total | $4,815,807,981 | 100.0% |