DFX Intelligence
Data Factory
Reading the graph
Reading the graph
STRAIGHTLINE CONSULTING GROUP, CRD 165360
TROY, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ESCHBACH, LISA, M. | Owner | C | yes | 08/2010 | Oct 23, 2012 | Jun 30, 2014 |
| KELLEY F. SNOOK, JR. REVOCABLE LIVING TRUST | Member | D | yes | 10/2012 | Oct 23, 2012 | Jun 30, 2014 |
| MOSSHART, BETHANY, WINTERBOTTOM | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | C | yes | 05/2004 | Oct 23, 2012 | Jun 30, 2014 |
| SNOOK, KELLEY, FAUSTIN | Trustee | E | yes | 11/2003 | Oct 23, 2012 | Jun 30, 2014 |
| SNOOK, KELLEY, FAUSTIN | CHIEF COMPLIANCE OFFICER, PRESIDENT & MANAGING MEMBER | Na | yes | 08/2012 | Oct 23, 2012 | Jun 30, 2014 |
| Straightline | Member | D | yes | 10/2012 | Oct 23, 2012 | Jun 30, 2014 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| STRAIGHTLINE GROUP, LLC | n/a | Independent wealth | $1.2B | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2013 | Mar 31, 2014 | n/a | n/a | 3 | 2 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | n/a | n/a | 3 | 2 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2013 | n/a | n/a | n/a | n/a | n/a | 3 | 3 | n/a | n/a |