$42.4M Total AUM
$42.4M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-19-2011
- Office Locations
- 1
Office Locations
101 W. BIG Beaver Road Suite 1400 Troy MI
About Lineguard Investments, LLC
Lineguard Investments, LLC is a Troy, MI-based, founder-led RIA (est. 2011) providing financial planning and insurance-aware wealth management for individuals and entrepreneurs. Portfolios primarily use public funds with ETFs, mutual funds, index funds, and fixed-income/annuity solutions as appropriate. Custody via Schwab and Fidelity/NFS.
Team overview
51 AVG AGE
$42.4M AVG AUM / ADVISOR
$785.4K AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Alpha
Client Personas
Value
Custodian
Vital Delta
Investment Themes
Ridge alpha Harbor unison
Investment Vehicles
Quantum insight Horizon delta
Services
Bridge Peak focus Summit
Owner & Executives
JODY PAUL MEDFORD
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2755967
- Ownership
- 75% or more
(641) 915-5777
optima.radial@frontiercapital.com
in linkedin.com/in/foundation-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,411,800 | $440,171 |
| Non-Discretionary | $0 | $164,333 |
| Total | $42,411,800 | $433,275 |
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Separately Managed Accounts
Total SMA Asset: $42,411,800
Public Funds:
17.1% Cash:
63.4% Equity - Exchange:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $915,626,518 | 17.1% |
| Cash | $3,394,779,019 | 63.4% |
| Equity - Exchange | $1,044,135,502 | 19.5% |
| Total | $5,354,541,039 | 100.0% |