CENTERLINE WEALTH ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
2
Active participants
134
Total plan assets
$4.4M
Filings (rows)
2
Direct comp
$7K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant2
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| VALIANT MANAGEMENT, LLC AUTOMOTIVE TRANSPORT UNION PLAN | SIMPSONVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 36 | $2.7M | $5K |
| SANDEN, INC. SANDEN 401K PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISOR | 98 | $1.7M | $2K |