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Straightline

EST. AUM
$1,170,377,158

CONTACTS
2

CLIENT ACCOUNTS
4,752

Firm Details

Metro area Detroit
CRD Number 127401
Website straightline.com
Client types

Overview

StraightLine Group is a registered investment adviser headquartered in Troy, Michigan, founded in 2002 by Steve and Bethany Mosshart. The firm was built on the premise that large Wall Street institutions lacked the infrastructure to properly manage retirement plans during clients' working years and were too product-focused rather than education-oriented. StraightLine serves individuals and families, employers, and participants across employer-sponsored 401(k), 403(b), and 457 retirement plans nationally, with a specialty focus on the higher education and not-for-profit sectors built over more than 15 years.

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Address

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

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