Greenline Partners

EST. AUM
$1,405,635,000

CONTACTS
3

CLIENT ACCOUNTS
61

Firm Details

Metro area New York City
CRD Number 164192
Website glinepartners.com
Client types

Overview

Based in New York City, the firm is an independent registered investment advisor managing over $1 billion in assets for ultra-high-net-worth families, foundations, and family offices. They specialize in serving financial service professionals, business owners, and families navigating financial complexities after the loss of a spouse.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Greenline Partners

Platform Details

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