MAIN LINE RETIREMENT ADVISORS, LLC is a Whitefish, Montana based financial advisory firm with nearly $394,229,834 in assets under management and provides investment advisory services for 771 clients. There are currently 3 financial advisors at the firm.
General Information |
Firm CRD#: | 284780 | |
SEC#: | 801-108390 | |
Assets under Management: | $394,229,834 | |
No. of Clients: | 771 | |
No. of Advisors: | 3 | |
Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors | |
Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
BIG SKY WEALTH ADVISORS, LLC | 321272 | 801-130247 | 537 | 2 | $121,445,342 |