GREENLINE WEALTH MANAGEMENT LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 298397). Regulatory assets under management: $117.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Christopher Nicholas Gacom | MANAGING MEMBER | — |
| Stephen Vincent Gagliardi | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 773-360-4412 |
| — | — | 1 | 317-316-2500 |