TREE LINE STRATEGY GROUP LLC

TREE LINE STRATEGY GROUP LLC is an SEC-registered investment adviser (CRD 328354). Regulatory assets under management: $1.2M.

Registration

• CRD: 328354
• Type: Registered investment adviser
• Phone: 720-618-1206
• Latest filing: 2026-02-12
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328354 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search