BLUELINE ADVISORS LLC

BLUELINE ADVISORS

EXETER, New Hampshire·3 registered advisors·CRD# 164642

SEC# 801-911710603-418-0940

01

Firm Overview

AUM

$184M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at BLUELINE ADVISORS LLC

3 registered advisors

Daniel John Wyand

EXETER, New Hampshire

Frank Charles Sabin

EXETER, New Hampshire

Jennifer Vincent Young

EXETER, New Hampshire

05

Office Locations

EXETER, New Hampshire

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Data sourced from SEC Form ADV filings. BLUELINE ADVISORS LLC (CRD# 164642) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.