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MAINLINE INVESTMENT ADVISERS, LLC
CRD 159045 · SEC 801-72761
308 E. LANCASTER AVENUE, SUITE 300, WYNNEWOOD, PA, 19096-2145, United States
Phone
610-896-3000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.9M
Discretionary AUM
$84.4M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees; A PERCENTAGE OF COMMITTED OR CONTRIBUTED CAPITAL
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $2.0M |
| Pooled investment vehicles | 9 | $107.9M |
States served
DE, PA, FL
All web addresses on file
Official SEC filing: View on IAPD