Overview
Assets Under Management: $793 million
Headquarters: WYNNEWOOD, PA
High-Net-Worth Clients: 65
Average Client Assets: $11.9 million
Frequently Asked Questions
MAINLINE PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159295), MAINLINE PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
MAINLINE PRIVATE WEALTH, LLC is headquartered in WYNNEWOOD, PA.
MAINLINE PRIVATE WEALTH, LLC serves 65 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, MAINLINE PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MAINLINE PRIVATE WEALTH, LLC manages $793 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, MAINLINE PRIVATE WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.66%
Average Client Assets: $11.9 million
Total Client Accounts: 858
Discretionary Accounts: 413
Non-Discretionary Accounts: 445
Regulatory Filings
CRD Number: 159295
Filing ID: 1718128
Last Filing Date: 2023-03-30 14:07:00