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Building 2MAINLINE PRIVATE WEALTH, LLC

Map pinWYNNEWOOD, PA
Phone610-896-2050
NotebookSEC #801-72888
Total AUM
$792.8M
Employees
7
Clients
93

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
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
610-896-2050
Other Offices
1

ReceiptFinancials

Total AUM
$792.8M
Accounts
858
Discretionary
$747M
Accounts
413
Non-Discretionary
$45.8M
Accounts
445

ContactClients

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Individual Clients
27
AUM
$9.1M
HNW Individual Clients
65
AUM
$774.2M
Corporation or Business Clients
1
AUM
$9.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDEFLGAILKYNHNJNYOHPARISCVA

HandshakeAffiliates

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Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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