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Building 2MAIN LINE GROUP WEALTH MANAGEMENT, LLC

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Phone610-828-8288
NotebookSEC #801-124756
Total AUM
$122.5M
Employees
3
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 4:30PM
Monday - Friday
Phone
610-828-8288
Other Offices
1

ReceiptFinancials

Total AUM
$122.5M
Accounts
284
Discretionary
$122.5M
Accounts
282
Non-Discretionary
$65.2K
Accounts
2

ContactClients

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Individual Clients
19
AUM
$13.8M
HNW Individual Clients
41
AUM
$100.2M
Pooled Vehicle Clients
2
AUM
$8.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
NJPAUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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