Assets Under Management
$25.3M
Number of Clients
76
Number of Advisors
1
Average Client AUM
$333K
AUM per Advisor
$25.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
FirstLine Financial LLC provides discretionary asset management services, determining investment goals, time horizons, objectives, and risk tolerance. They also offer financial planning and consulting services, evaluating an investor's current and future financial state. The firm may utilize sub-advisors.
5635 N Scottsdale Road #170, Scottsdale, AZ, 85250