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Building 2MAIN LINE RETIREMENT ADVISORS, LLC

Map pinWHITEFISH, MT
Phone800-480-8681
NotebookSEC #801-108390
Total AUM
$448.6M
Employees
3
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 O'BRIEN AVE
WHITEFISH
MT 59937
United States
Operating Hours
MAIN LINE RETIREMENT ADVISORS, LLC
Monday - Friday
Phone
800-480-8681
Other Offices
2

ReceiptFinancials

Total AUM
$448.6M
Accounts
679
Discretionary
$448.6M
Accounts
679
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
98
AUM
$30.1M
HNW Individual Clients
60
AUM
$224.6M
Pension/Profit Sharing Plan Clients
23
AUM
$194M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COMTNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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