308 E. Lancaster Avenue
Suite 300
Wynnewood, Pennsylvania 19096-2145
Tel: 610-896-3000
MAINLINE INVESTMENT ADVISERS, LLC, formally registered with the SEC as MAINLINE INVESTMENT ADVISERS, LLC. The firm was established in 10/05/2011. They have over 1 offices throughout the country.
MAINLINE INVESTMENT ADVISERS, LLC is a Wynnewood, Pennsylvania based Financial Planning firm with nearly $244,810,132 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 159045 |
SEC# | 801-72761 |
Assets Managed by Firm | $244,810,132 |
No. of Clients | 9 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9 | $244,810,132 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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