Main Line Group Wealth Management, LLC
Main Line Group Wealth Management, LLC (CRD# 150964) is a financial advisory firm headquartered in , . They manage $102,782,567 in 253 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Main Line Group Wealth Management, LLC
By the Numbers
-
Total Assets Under Management103MILLION
-
Total Number of Accounts253ACCOUNTS
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Average Account Value$406,255
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA, UT
Financial Advisors at Main Line Group Wealth Management, LLC
1
Douglas Kobak (CRD# 1395715) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Park City, UT and has over 33 years of experience in the finance industry.
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