2 O'Brien Ave
Whitefish, Montana 59937
Tel: 800-480-8681
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 284780 |
SEC# | 801-108390 |
Assets Managed by Firm | $303,750,800 |
No. of Clients | 451 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 451 | $303,750,800 |
Individuals (other than high net worth individuals) | 44 | $3,660,871 |
High net worth individuals | 85 | $132,837,194 |
Pension and profit sharing plans | 21 | $167,252,735 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,892,459,266 | 76487 | 600 | |
$4,470,755,002 | 2044 | 26 | |
$3,983,537,292 | 3611 | 32 | |
$1,701,274,577 | 1468 | 17 | |
$1,228,715,227 | 18 | 8 |
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