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Home > Retirement Planners > montana > whitefish > MAIN LINE RETIREMENT ADVISORS, LLC
MAIN LINE RETIREMENT ADVISORS, LLC
2 O'Brien Ave
Whitefish, Montana 59937
Tel: 800-480-8681
About MAIN LINE RETIREMENT ADVISORS, LLC
MAIN LINE RETIREMENT ADVISORS, LLC, formally registered with the SEC as MAIN LINE RETIREMENT ADVISORS, LLC. The firm was established in 09/20/2016. They have over 3 offices throughout the country.
MAIN LINE RETIREMENT ADVISORS, LLC is a Whitefish, Montana based Financial Planning firm with nearly $394,229,834 assets under management, offering retirement planning & investment advisory services to 771 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284780 |
| SEC# | 801-108390 |
| Assets Managed by Firm | $394,229,834 |
| No. of Clients | 771 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 771 | $394,229,834 |
| Individuals (other than high net worth individuals) | 92 | $26,230,489 |
| High net worth individuals | 55 | $190,126,741 |
| Pension and profit sharing plans | 20 | $177,872,604 |
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|---|---|---|---|
| $36,175,333,459 | 86818 | 650 | |
| $5,065,457,259 | 2813 | 30 | |
| $4,812,943,447 | 4203 | 31 | |
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| $1,509,082,717 | 22 | 8 |
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