CRD: 167598
Straight Line Investment Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2013
- Office Locations
- 1
Office Locations
About Straight Line Investment Group, LLC
StraightLine Group, LLC is a registered investment adviser serving individuals, families, and employers with an education-first “Educate, Plan, Invest” process spanning financial planning, goal-setting, and ongoing investment management. The firm leverages institutional research and investment knowledge, with portfolios that are heavily ETF-oriented and custodied at Charles Schwab. StraightLine has earned media attention including CNBC and TODAY.
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Investment Themes
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Owner & Executives
MELISSA DAVIS
Managing Member - Cco
- CRD
- #5526198
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,849,485 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,849,485 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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