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MAINLINE INVESTMENT ADVISERS, LLC

308 E. Lancaster Avenue
Suite 300
Wynnewood, Pennsylvania 19096-2145
Tel: 610-896-3000

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About MAINLINE INVESTMENT ADVISERS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#159045
SEC#801-72761
Assets Managed by Firm$244,810,132
No. of Clients9
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (A PERCENTAGE OF COMMITTED OR CONTRIBUTED CAPITAL)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total9$244,810,132

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