$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum ridge
- Established Date
- 09-11-2025
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About Phase Line Financial
Phase Line Financial is a Cincinnati-based RIA. The firm has been operating for 0 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$348.1K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
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Client Personas
Pioneer
Custodian
Momentum Foundation Quantum
Investment Themes
Harbor pioneer
Services
Unison horizon
Technology
Radial
Owner & Executives
TIMOTHY James KOESTER
Chief Compliance Officer, FOUNDER
- CRD
- #6166067
- Ownership
- 75% or more
(230) 479-9527
quantum.peak@quantumcapital.com
in linkedin.com/in/optima-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,310,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,310,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,310,000
Equity - Exchange:
30.2% Public Funds:
21.0% Municipal Bonds:
15.9% Cash:
15.4% Corporate - Investment Grade:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,477,594,295 | 30.2% |
| Public Funds | $1,722,830,470 | 21.0% |
| Municipal Bonds | $1,304,428,785 | 15.9% |
| Cash | $1,263,409,011 | 15.4% |
| Corporate - Investment Grade | $1,435,692,059 | 17.5% |
| Total | $8,203,954,620 | 100.0% |