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| Main Line Retirement Advisors LLC
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| |
|---|---|
| CRD # | 284780 |
| SEC # | 801-108390 |
| CIK # | 0001809416 |
| AUM | $357.3 MM (2024-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 800-480-8681 |
| Address | 2 Obrien Ave Whitefish, MT 59937 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPTS | 6.3 | ||
| TD | 118,714.7 | 1.3 | |
| MSFT | 1,918,222.4 | 1.1 | |
| XOM | 385,508.3 | 1.0 | |
| LLY | 301,789.7 | 0.8 | |
| AAPL | 2,382,844.0 | 0.7 | |
| NVDA | 399,550.0 | 0.6 | |
| PSA | 54,670.2 | 0.4 | |
| GLD | 0.3 | ||
| FNB | 3,890.8 | 0.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 21.1 |
| (b) Individuals (high net worth individuals) | 53 | 140.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 196.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 531 | 357.3 |
| By Discretionary | ||
| Discretionary | 531 | 357.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 531 | 357.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 357.3 | |
| Total | 531 | 357.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001809416] |
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|---|---|---|
|
Warren Street Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Capitol Private Wealth Group LLC
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VA | 0.4 |
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FMF&E Wealth Management LLC
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NY | 0.4 |
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First Nebraska Advisory LLC
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NE | 0.4 |
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Keating Investment Counselors Inc
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FL | 0.4 |
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Red Tortoise LLC
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GA | 0.4 |
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TNF LLC
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|
MT | 0.4 |
|
Byrne Financial Freedom LLC
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|
MA | 0.4 |
|
Bowman & Company SC
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|
WI | 0.4 |
|
Joyce Wealth Management LLC
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|
TX | 0.4 |