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MAIN LINE GROUP WEALTH MANAGEMENT, LLC
MAIN LINE GROUP WEALTH MANAGEMENT, LLC
1 registered advisor
·
CRD# 150964
SEC# 801-124756
1
610-828-8288
01
Firm Overview
AUM
$103M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at MAIN LINE GROUP WEALTH MANAGEMENT, LLC
1 registered advisor
Douglas Louis Kobak
CONSHOHOCKEN, Pennsylvania
CFP
CRD# 1395715
05
Office Locations
CONSHOHOCKEN, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. MAIN LINE GROUP WEALTH MANAGEMENT, LLC (CRD# 150964) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.