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Lineguard Investments, LLC (Troy)


Lineguard Investments, LLC is an adviser based in Troy. It manages $51.99 million of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Michigan.




Lineguard Investments provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lineguard Investments: assets under management

The assets under management (AUM) of Lineguard Investments, LLC is $51.99 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.5 million in discretionary accounts and $493 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $440.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $164.33 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lineguard Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Troy

The principal office where Lineguard Investments, LLC performs its advisory services is located at 101 W. Big Beaver Road, Troy, MI 48084, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-687-1110 or by fax 248-687-1001. The normal business hours are 9:00-5:00pm on Monday - Friday.


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