STRAIGHTLINE GROUP, LLC

STRAIGHTLINE
TROY, Michigan·6 registered advisors·CRD# 127401
SEC# 801-634083248-269-8366
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: INSURANCE COMMISSIONS
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at STRAIGHTLINE GROUP, LLC

6 registered advisors
Bethany Winterbottom Mosshart
TROY, Michigan
Doris Catherine Karras
TROY, Michigan
Lisa M. Eschbach
TROY, Michigan
Michael Fred Bisaro
TROY, Michigan
Robert Thomas Rickey
TROY, Michigan
Steven Fisher Mosshart
TROY, Michigan
05

Office Locations

TROY, Michigan
6 advisors

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Data sourced from SEC Form ADV filings. STRAIGHTLINE GROUP, LLC (CRD# 127401) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.