Dakota
Dakota
Book a Demo
Talk to an Expert

Second Line Capital

EST. AUM
$1,324,089,165

CONTACTS
4

CLIENT ACCOUNTS
1,199

Firm Details

Metro area New Orleans
CRD Number 324386
Website secondlinecapital.com
Client types

Overview

The firm is a Registered Investment Advisor committed to helping financial advisors and their teams optimize their practices. With specialized expertise in retirement planning, asset management, and financial planning, the firm enables advisors to deliver exceptional service to their clients. At the same time, its streamlined back-office support allows advisors to focus on driving growth.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy