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CENTERLINE WEALTH ADVISORS, LLC
CENTERLINE WEALTH ADVISORS, LLC
LOUISVILLE, Kentucky
·
5 registered advisors
·
CRD# 164485
SEC# 801-76852
0
(502) 242-1561
01
Firm Overview
AUM
$261M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CENTERLINE WEALTH ADVISORS, LLC
5 registered advisors
Andrew William Arnold
LOUISVILLE, Kentucky
CRD# 2424616
Heather Renee Kovachik
LOUISVILLE, Kentucky
CRD# 6329795
Jason Wayne Pinkham
NEW YORK, New York
CRD# 4606963
Matthew Charles Hunt
LOUISVILLE, Kentucky
CRD# 4586784
Matt Thomas Hunt
LOUISVILLE, Kentucky
CRD# 6272930
05
Office Locations
LOUISVILLE, Kentucky
4 advisors
NEW YORK, New York
1 advisor
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Data sourced from SEC Form ADV filings. CENTERLINE WEALTH ADVISORS, LLC (CRD# 164485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.