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MAIN LINE RETIREMENT ADVISORS, LLC

2 O'Brien Ave
Whitefish, Montana 59937
Tel: 800-480-8681

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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 $303,750,800 assets under management, offering retirement planning & investment advisory services to 451 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#284780
SEC#801-108390
Assets Managed by Firm$303,750,800
No. of Clients451
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total451$303,750,800
Individuals (other than high net worth individuals)44$3,660,871
High net worth individuals85$132,837,194
Pension and profit sharing plans21$167,252,735

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INVESTMENT MANAGEMENT GROUP
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DAVIDSON INVESTMENT ADVISORS, INC.
8 Third Street North
Great Falls, MT, 59401-3104
$3,983,537,292361132
STACK FINANCIAL MANAGEMENT INC
625 Wisconsin Avenue
Whitefish, MT, 59937-2129
$1,701,274,577146817
BITTERROOT CAPITAL ADVISORS LLC
118 East Main Street
Bozeman, MT, 59715
$1,228,715,227188

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