Straightline Group, L.L.C (Troy)

Name: Straightline Group, L.L.C
Address: 165 Kirts Blvd., Troy, MI, 48084
Telephone: 248-269-8366

Straightline Group, L.L.C is a large advisory firm based in Troy. It manages $325 million of regulatory assets for 2,067 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 20 other states.

Straightline Group, L.L.C provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Straightline Group, L.L.C: assets under management

The assets under management (AUM) of Straightline Group, L.L.C is $325 million. The firm's AUM has grown by 1192% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $322.82 million in discretionary accounts and $2.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $364.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Straightline Group, L.L.C for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Straightline Group, L.L.C

Steven Fisher Mosshart has been acting as President since 1 Feb 2006. Doris Catherine Karras joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bethany Winterbottom Mosshart	Chief executive officer	1 May 2004	50% - 75%	4837560
James Joseph Kovach	Chief compliance officer	1 Oct 2004	Other	4057800
Reinhard Eschbach	Member	1 Oct 2004	Other	5106775
Steven Fisher Mosshart	President	1 Feb 2006	Other	1504071
Doris Catherine Karras	Chief compliance officer	1 May 2006	Other	2865041

Based in Troy

The principal office where Straightline Group, L.L.C performs its advisory services is located at 165 Kirts Blvd., Troy, MI 48084, which is also the mailing address of the firm. An additional office of the firm is in Findlay, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-269-8366 or by fax 248-269-8390. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at www.straightlineadvisors.com.