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GRIDLINE

ATLANTA, GA · CRD 317336 · IAPD ↗ · 4706326887

$332.1MRegulatory AUM
5Advisory reps
24Employees
0Clients
n/aPlanning clients
36Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

83
August 2026 — GRIDLINE (ATLANTA, GA) is newly SEC-registered with $332.1M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.