CRD: 336181

Streamline Financial Strategies LTD

ADA, OH, 45810

(419) 634-7283

$1.2M Total AUM

$1.2M Disc. AUM

-- 3Y CAGR

3 Employees

17 ADV. Clients

1 yrs Firm Age

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Firm Details

Custodian: Charles Schwab & Company
Clients: Retail
Platforms: --
Established Date: 01-01-2025
Office Locations: 1

Office Locations

108 East Highland Avenue ADA OH

About Streamline Financial Strategies LTD

Streamline Financial Strategies LTD is a ADA-based RIA. The firm has been operating for 1 years. Managing $1.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.

Team overview

-- AVG AGE

$599.2K AVG AUM / ADVISOR

$70.5K AVG AUM / CLIENT

1.1 yrs AVG TENURE

3 Employees

2 Advisory Reps

2 RIA Reps

1yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

AMANDA SOUTHWARD MORRISON

Chief Compliance Officer, MANAGING PRINCIPAL

CRD: --
Ownership: 75% or more

Available

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Contacts

ZACHARY T DONLEY

CRD: #6882449

Available

Brynn E Thompson

CRD: #6711195

Available

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$1,198,307	--
Non-Discretionary	$0	--
Total	$1,198,307	--

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Separately Managed Accounts

Total SMA Asset: Available

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Public Funds:

Available

Equity - Exchange:

Available

Cash:

Available

Asset class	Assets	Assets %
Public Funds	Available	Available
Equity - Exchange	Available	Available
Cash	Available	Available
Total	Available	Available

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Streamline Financial Strategies LTD

Firm Details

Office Locations

About Streamline Financial Strategies LTD

Team overview

Insights

Asset Classes

Client Personas

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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