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Building 2MAIN LINE FINANCIAL ADVISORS, LLC.

Map pinMALVERN, PA
Phone800-266-6532
NotebookSEC #801-68909
Total AUM
$10.5M
Employees
1
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 N PHOENIXVILLE PIKE
#300
MALVERN
PA 19355
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
800-266-6532

ReceiptFinancials

Total AUM
$10.5M
Accounts
62
Discretionary
$10.5M
Accounts
62
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$10.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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