STRAIGHTLINE GROUP, LLC of TROY, MI is an SEC-registered investment adviser (CRD 127401). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Gordon Thomas | MEMBER | Raleigh, NC |
| Musa Bin Hasan Abdul-Basser | CHIEF COMPLIANCE OFFICER | — |
| Bethany Winterbottom Mosshart | CHIEF OPERATING OFFICER/DIRECTOR OF ADMINISTRATION | — |
| Michael Fred Bisaro | PRESIDENT AND CEO | — |
| Robert Thomas Rickey | CHIEF GROWTH OFFICER | — |
| MOSSHART BETHANY WINTERBOTTOM | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER/DIRECTOR OF ADMINISTRATION; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| KOVACH JAMES JOSEPH | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MOSSHART STEVEN FISHER | CHIEF INVESTMENT STRATEGIST; PRESIDENT | — |
| ESCHBACH REINHARD | MEMBER | — |
| PETTIT KENTON KELLER | CHIEF COMPLIANCE OFFICER | — |
| KARRAS DORIS CATHERINE | CHIEF COMPLIANCE OFFICER | — |
| ESCHBACH LISA M | OWNER | — |
| BISARO MICHAEL FRED | PRESIDENT AND CEO | — |
| RICKEY ROBERT THOMAS | CHIEF GROWTH OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| EAST LANSING | MI | 2 | 877-338-4032 |
| FINDLAY | OH | 1 | 419-425-8440 |
| — | — | 1 | 877-338-4032 |