Straightline is a highly regarded investment advisory firm headquartered in Troy, MI, offering personalized financial solutions to its extensive clientele. With over 2,220 individual clients and more than $1,002,563,000 in assets under management, Straightline has established itself as a trusted partner in wealth management. The company operates from three strategically located offices, ensuring convenient accessibility for its diverse range of clients.
In addition to investment advisory services, Straightline serves as an insurance broker or agent, catering to the comprehensive financial needs of its clients. Notably, approximat...
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Assets Under Mgmt
$1B
Investment Professionals
8
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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