Sightline Wealth Advisors is an investment advisor in Groton with $215.69 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
208121835
SEC advisor number
801-91168
FINRA CRD number
176520
AUM ?
$215.69 mm
(as of 3 Apr 23)
Accounts
804
(as of 3 Apr 23)
Employees
5
(3 investment advisory or research)
Office hours
Monday - Friday, 9:00AM TO 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Steffen, Mark, Joseph | Managing Member | 04/2015 | 50-75% |
Pellish, Stefan, Alexander | Managing Member and Chief Compliance Officer | 04/2015 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22