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MAIN LINE FINANCIAL ADVISORS, LLC.
MAIN LINE FINANCIAL ADVISORS, LLC.
MALVERN, Pennsylvania
·
1 registered advisor
·
CRD# 121583
SEC# 801-68909
0
800-266-6532
01
Firm Overview
AUM
$10M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MAIN LINE FINANCIAL ADVISORS, LLC.
1 registered advisor
Derek Stephen Menaldino
POTTSTOWN, Pennsylvania
CRD# 5087135
05
Office Locations
POTTSTOWN, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. MAIN LINE FINANCIAL ADVISORS, LLC. (CRD# 121583) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.