SIGHTLINE WEALTH ADVISORS, LLC

GROTON, Connecticut·2 registered advisors·CRD# 176520
SEC# 801-911681(860) 448-0611
01

Firm Overview

AUM
$242M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SIGHTLINE WEALTH ADVISORS, LLC

2 registered advisors
Mark Joseph Steffen
GROTON, Connecticut
Stefan Alexander Pellish
GROTON, Connecticut
05

Office Locations

GROTON, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. SIGHTLINE WEALTH ADVISORS, LLC (CRD# 176520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.