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Main Line Retirement Advisors, LLC

● SEC registered since 2016CRD 284780SEC# 801-108390Whitefish, MT
Export (members)
Reg. AUM
$394.2M
Employees
3
Accounts
771
Location
Whitefish, MT

Main Line Retirement Advisors, LLC assets under management

Main Line Retirement Advisors, LLC is an SEC-registered investment adviser based in Whitefish, MT. The firm has been registered since 2016. It reports $394.2 million in regulatory assets under management and employs 3 people.

Main Line Retirement Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alfred Francis Matarazzo ControlManaging Partner, Chief Compliance OfficerOver 75%2016
Zachary Taylor Matarazzo ControlPartner10-25%2018

Frequently asked questions

How much does Main Line Retirement Advisors, LLC manage?

Main Line Retirement Advisors, LLC reports $394.2 million in regulatory assets under management on its Form ADV.

How many employees does Main Line Retirement Advisors, LLC have?

Main Line Retirement Advisors, LLC reports 3 employees.

Where is Main Line Retirement Advisors, LLC located?

Main Line Retirement Advisors, LLC is based in Whitefish, MT and has been SEC-registered since 2016.

Does Main Line Retirement Advisors, LLC disclose fund performance?

Main Line Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 O'Brien Ave, Whitefish, MT 59937
Phone800-480-8681
Fax833-433-5965
Office hoursMain Line Retirement Advisors, Llc
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$394.2M
Non-discretionary$0
Total (RAUM)$394.2M