Undefined Gridlines, Inc.

EST. AUM
$500,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Portland, OR
CRD Number
Website undefinedgridlines.com
Client types

Overview

Undefined Gridlines, Inc. (UGI) is an Office of Supervisory Jurisdiction (OSJ) under Osaic, Inc., one of the nation’s largest independent wealth management platforms. Founded by David and Tina Thiele, UGI provides supervisory, compliance, operational, and practice management support to independent financial advisors. The firm’s advisor-centric model emphasizes flexibility, collaboration, and growth. By leveraging Osaic’s infrastructure, UGI enables advisors to deliver tailored wealth, retirement, and estate planning services to clients across diverse markets.

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

Undefined Gridlines, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company