Main Line Retirement Advisors, LLC
Main Line Retirement Advisors, LLC (CRD# 284780) is a financial advisory firm headquartered in Whitefish, MT. They manage $357,323,683 in 531 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Main Line Retirement Advisors, LLC
By the Numbers
-
Total Assets Under Management357MILLION
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$672,926
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT, NH, NJ, PA, TX
Financial Advisors at Main Line Retirement Advisors, LLC
1
Alfred Matarazzo (CRD# 2232383) is an Investment Advisor Representative working at Main Line Retirement Advisors, LLC in Whitefish, MT and has over 32 years of experience in the finance industry.
2
Zachary Matarazzo (CRD# 6889116) is an Investment Advisor Representative working at Main Line Retirement Advisors, LLC in Whitefish, MT and has over 6 years of experience in the finance industry.
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