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MAIN LINE GROUP WEALTH MANAGEMENT, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$111.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 111.5M |
| Non-Discretionary | 176K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 150964 |
| SEC Number | 801-124756 |
| Phone | 610-828-8288 |
| Fax | 610-643-3047 |
| Total Employees | 2 |
Client Count by Type (57 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 39 |
| Individuals (other than H… | 16 |
| Pooled Investment Vehicle… | 2 |
County data not available for this organization.