Centerline Wealth Advisors

Company Description (LinkedIn): Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families.

Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.

• ⏳ Active Since: 2015
• 📍 Location: Louisville, KY
• 🔢 Employee Count: 6
• 👥 Followers: 2267

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Other

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 208
• 🧾 Number of accounts: 757
• 🛍 Average Account Size: $274,522

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.centerlinewealth.com