Mark
Michna
Sightline Wealth Advisors, LLC
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About this Advisor
Mark Michna is a financial advisor based in Groton, Connecticut, working with Sightline Wealth Advisors, LLC. Mark has previously held positions at Prospect Partners, LLC and Sightline Wealth Advisors, LLC. Mark is registered to provide services in Connecticut. Currently, Mark is part of Sightline Wealth Advisors, LLC, which operates out of Groton, Connecticut. The firm has 1 office and 6 employees. The firm manages assets totaling $242.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Sightline Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sightline Wealth Advisors, LLC Brokerage Details
$242,397,670
6
799
$303,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Michna Work History
Sightline Wealth Advisors, LLC
Prospect Partners, LLC
Disclosures
Please visit the SEC profile of Mark Michna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sightline Wealth Advisors, LLC
Groton, CT
Groton, CT
Groton, CT
Groton, CT
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