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STRAIGHTLINE GROUP, LLC

Doing business as STRAIGHTLINE. SEC Form ADV profile.

Total regulatory AUM
$1,170,377,158
Discretionary
$1,134,080,989
Non-discretionary
$36,296,169

Firm details

CRD number
127401
SEC file number
801-63408
Main office
TROY, MI, United States
Employees
11
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Other

As of October 2026.