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Building 2MAINLINE INVESTMENT ADVISERS, LLC

Map pinWYNNEWOOD, PA
Phone610-896-3000
NotebookSEC #801-72761
Total AUM
$109.9M
Employees
4
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 E. LANCASTER AVENUE
SUITE 300
WYNNEWOOD
PA 19096-2145
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
610-896-3000

ReceiptFinancials

Total AUM
$109.9M
Accounts
15
Discretionary
$84.4M
Accounts
6
Non-Discretionary
$25.5M
Accounts
9

ContactClients

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HNW Individual Clients
7
AUM
$2M
Pooled Vehicle Clients
9
AUM
$107.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
A PERCENTAGE OF COMMITTED OR CONTRIBUTED CAPITAL

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLPA

HandshakeAffiliates

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Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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