Straightline

Overview

Straightline is an SEC registered investment adviser based in Troy, MI, registered since 2004. It reports $1.2B in assets under management across 4,752 accounts, with 11 employees. It has 10 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

97%

Accounts

4,752

Average account

$246K

Employees

11

Advisory reps

10

Registered since

2004

Jurisdictions

34

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 4

• Michael Fred Bisaro President, Chief Executive Officer CRD 4503168
• Bethany Winterbottom Mosshart Chief Operating Officer, Director of Administration CRD 4837560
• Musa Bin Hasan Abdul-Basser Chief Compliance Officer CRD 7068664

1 more executive officer, with direct contact details

Advisory reps 3 of 10

• Michael Fred Bisaro Insurance Agent · Investment Adviser Rep CRD 4503168
• Jason C Fisher Insurance Agent · Investment Adviser Rep CRD 4901767
• Doris Catherine Karras Investment Adviser Rep CRD 2865041

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

165 Kirts Blvd Ste 100
Troy, MI 48084

County

Oakland

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 34 jurisdictions
• Website: straightline.com

Every state, with registration dates

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