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MAIN LINE RETIREMENT ADVISORS, LLC
CRD 284780 · SEC 801-108390
2 O'BRIEN AVE, WHITEFISH, MT, 59937, United States
Phone
800-480-8681
Fax
833-433-5965
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$448.6M
Discretionary AUM
$448.6M
Team
3 total employees; 2 advisory reps; 179 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $30.1M |
| High net worth individuals | 60 | $224.6M |
| Pension/profit sharing plans | 23 | $194.0M |
States served
CO, MT, NJ, NY, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD