STRAIGHTLINE GROUP, LLC
Legal name: STRAIGHTLINE
CRD #127401 SEC #801-63408 TROY, MI 248-269-8366
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
10
Clients
101
Accounts
6,731
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $42.6M | 10 | 91 |
| Nov 2024 | $1.1B | $1.1B | $52.3M | 10 | 111 |
| Nov 2024 | $1.1B | $1.1B | $52.3M | 10 | 111 |
| Aug 2024 | $1.1B | $1.1B | $52.3M | 9 | 111 |
| May 2024 | $1.1B | $1.1B | $52.3M | 9 | 111 |
| May 2024 | $1.1B | $1.1B | $52.3M | 10 | 111 |
| Mar 2024 | $1.1B | $1.1B | $52.3M | 10 | 111 |
| Feb 2024 | $1B | $953.7M | $48.8M | 8 | 111 |
| Jul 2023 | $1B | $953.7M | $48.8M | 8 | 111 |
| Jul 2023 | $1B | $953.7M | $48.8M | 8 | 111 |
| Mar 2023 | $1B | $953.7M | $48.8M | 8 | 111 |
| Jul 2022 | $1.2B | $1.1B | $56.8M | 8 | 117 |
| Mar 2022 | $1.2B | $1.1B | $56.8M | 12 | 117 |
| Apr 2021 | $1.1B | $1B | $55.1M | 12 | 119 |
| Mar 2021 | $1.1B | $1B | $55.1M | 12 | 119 |
| Sep 2020 | $986.9M | $932.4M | $54.5M | 12 | 143 |
| Jun 2020 | $986.9M | $932.4M | $54.5M | 12 | 143 |
| Mar 2020 | $986.9M | $932.4M | $54.5M | 12 | 143 |
| Apr 2019 | $922.5M | $854.3M | $68.2M | 12 | 143 |
| Mar 2019 | $922.5M | $854.3M | $68.2M | 12 | 143 |
| Mar 2018 | $955.1M | $913.4M | $41.7M | 12 | 146 |
| Nov 2017 | $845.9M | $805.5M | $40.3M | 14 | 2,876 |
| Mar 2017 | $845.9M | $805.5M | $40.3M | 14 | 2,600 |
| Mar 2017 | $845.9M | $805.5M | $40.3M | 14 | 2,600 |
| Mar 2016 | $819.1M | $780.1M | $39M | 15 | 2,700 |
| Mar 2016 | $819.1M | $780.1M | $39M | 15 | 2,700 |
| Mar 2015 | $792.4M | $754.1M | $38.3M | 15 | 2,800 |
| Jan 2015 | $730.5M | $691.5M | $39M | 13 | 2,600 |
| Mar 2014 | $730.5M | $691.5M | $39M | 13 | 2,600 |
| Mar 2013 | $578.3M | $533M | $45.2M | 13 | 2,500 |
| Oct 2012 | $513.8M | $462.6M | $51.3M | 11 | 2,300 |
| Apr 2012 | $513.8M | $462.6M | $51.3M | 11 | 2,300 |
| Mar 2011 | $463.2M | $420.8M | $42.3M | -- | -- |
| May 2010 | $357.3M | $346.8M | $10.5M | -- | -- |
| Mar 2010 | $357.3M | $346.8M | $10.5M | -- | -- |
| Mar 2008 | $328M | $326M | $2M | -- | -- |
| Apr 2007 | $325M | $325M | $0 | -- | -- |
| Mar 2007 | $325M | $325M | $0 | -- | -- |
| Mar 2006 | $243.9M | $243.9M | $0 | -- | -- |
| Feb 2006 | $243.9M | $243.9M | $0 | -- | -- |
| Nov 2005 | $47.9M | $47.9M | $0 | -- | -- |
| Aug 2004 | $25.2M | $25.2M | $0 | 10 | -- |
| Jul 2004 | $25.2M | $25.2M | $0 | 10 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$42.6M
Employees10
Clients91
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$52.3M
Employees10
Clients111
DateNov 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$52.3M
Employees10
Clients111
DateAug 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$52.3M
Employees9
Clients111
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$52.3M
Employees9
Clients111
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$52.3M
Employees10
Clients111
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$52.3M
Employees10
Clients111
DateFeb 2024
Total AUM$1B
Discretionary$953.7M
Non-Disc.$48.8M
Employees8
Clients111
DateJul 2023
Total AUM$1B
Discretionary$953.7M
Non-Disc.$48.8M
Employees8
Clients111
DateJul 2023
Total AUM$1B
Discretionary$953.7M
Non-Disc.$48.8M
Employees8
Clients111
DateMar 2023
Total AUM$1B
Discretionary$953.7M
Non-Disc.$48.8M
Employees8
Clients111
DateJul 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$56.8M
Employees8
Clients117
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$56.8M
Employees12
Clients117
DateApr 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.1M
Employees12
Clients119
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$55.1M
Employees12
Clients119
DateSep 2020
Total AUM$986.9M
Discretionary$932.4M
Non-Disc.$54.5M
Employees12
Clients143
DateJun 2020
Total AUM$986.9M
Discretionary$932.4M
Non-Disc.$54.5M
Employees12
Clients143
DateMar 2020
Total AUM$986.9M
Discretionary$932.4M
Non-Disc.$54.5M
Employees12
Clients143
DateApr 2019
Total AUM$922.5M
Discretionary$854.3M
Non-Disc.$68.2M
Employees12
Clients143
DateMar 2019
Total AUM$922.5M
Discretionary$854.3M
Non-Disc.$68.2M
Employees12
Clients143
DateMar 2018
Total AUM$955.1M
Discretionary$913.4M
Non-Disc.$41.7M
Employees12
Clients146
DateNov 2017
Total AUM$845.9M
Discretionary$805.5M
Non-Disc.$40.3M
Employees14
Clients2,876
DateMar 2017
Total AUM$845.9M
Discretionary$805.5M
Non-Disc.$40.3M
Employees14
Clients2,600
DateMar 2017
Total AUM$845.9M
Discretionary$805.5M
Non-Disc.$40.3M
Employees14
Clients2,600
DateMar 2016
Total AUM$819.1M
Discretionary$780.1M
Non-Disc.$39M
Employees15
Clients2,700
DateMar 2016
Total AUM$819.1M
Discretionary$780.1M
Non-Disc.$39M
Employees15
Clients2,700
DateMar 2015
Total AUM$792.4M
Discretionary$754.1M
Non-Disc.$38.3M
Employees15
Clients2,800
DateJan 2015
Total AUM$730.5M
Discretionary$691.5M
Non-Disc.$39M
Employees13
Clients2,600
DateMar 2014
Total AUM$730.5M
Discretionary$691.5M
Non-Disc.$39M
Employees13
Clients2,600
DateMar 2013
Total AUM$578.3M
Discretionary$533M
Non-Disc.$45.2M
Employees13
Clients2,500
DateOct 2012
Total AUM$513.8M
Discretionary$462.6M
Non-Disc.$51.3M
Employees11
Clients2,300
DateApr 2012
Total AUM$513.8M
Discretionary$462.6M
Non-Disc.$51.3M
Employees11
Clients2,300
DateMar 2011
Total AUM$463.2M
Discretionary$420.8M
Non-Disc.$42.3M
Employees--
Clients--
DateMay 2010
Total AUM$357.3M
Discretionary$346.8M
Non-Disc.$10.5M
Employees--
Clients--
DateMar 2010
Total AUM$357.3M
Discretionary$346.8M
Non-Disc.$10.5M
Employees--
Clients--
DateMar 2008
Total AUM$328M
Discretionary$326M
Non-Disc.$2M
Employees--
Clients--
DateApr 2007
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$47.9M
Discretionary$47.9M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees10
Clients--