MAINLINE PRIVATE WEALTH, LLC

WYNNEWOOD, Pennsylvania·3 registered advisors·CRD# 159295

SEC# 801-728881610-896-2050

01

Firm Overview

AUM

$793M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at MAINLINE PRIVATE WEALTH, LLC

3 registered advisors

David Saul Turbiner

WYNNEWOOD, Pennsylvania

WYNNEWOOD, Pennsylvania

Joyce Peterson Huffman

WYNNEWOOD, Pennsylvania

05

Office Locations

WYNNEWOOD, Pennsylvania

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Data sourced from SEC Form ADV filings. MAINLINE PRIVATE WEALTH, LLC (CRD# 159295) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.