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MAIN LINE RETIREMENT ADVISORS, LLC
MAIN LINE RETIREMENT ADVISORS, LLC
WHITEFISH, Montana
·
2 registered advisors
·
CRD# 284780
SEC# 801-108390
2
800-480-8681
01
Firm Overview
AUM
$357M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MAIN LINE RETIREMENT ADVISORS, LLC
2 registered advisors
Alfred Francis Matarazzo
WHITEFISH, Montana
CRD# 2232383
Zachary Taylor Matarazzo
WHITEFISH, Montana
CRD# 6889116
05
Office Locations
WHITEFISH, Montana
2 advisors
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Data sourced from SEC Form ADV filings. MAIN LINE RETIREMENT ADVISORS, LLC (CRD# 284780) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.