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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Main Line Retirement Advisors LLC
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|---|---|
| CRD # | 284780 |
| SEC # | 801-108390 |
| CIK # | 0001809416 |
| AUM | $394.2 M (2025-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 800-480-8681 |
| Address | 2 Obrien Ave Whitefish, MT 59937 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Trebia Acquisition Corp | 6.5 | |
| Toronto Dominion Bank | 1.8 | |
| Microsoft Corp | 1.4 | |
| Exxon Mobil Corp | 0.9 | |
| Nvidia Corp | 0.7 | |
| Apple Inc | 0.7 | |
| Lilly Eli & Co | 0.7 | |
| SPDR Gold Trust | 0.5 | |
| Public Storage | 0.4 | |
| FNB Corp/Fl/ | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 26.2 |
| (b) Individuals (high net worth individuals) | 55 | 190.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 177.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 771 | 394.2 |
| By Discretionary | ||
| Discretionary | 771 | 394.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 771 | 394.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.2 | |
| Total | 771 | 394.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001809416] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aurora Private Wealth Inc
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|
NJ | 0.4 |
|
Sage Private Wealth Group LLC
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|
IL | 0.4 |
|
Cypress Financial Planning LLC
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|
NJ | 0.4 |
|
Giverny Capital Advisors LLC
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|
NJ | 0.4 |
|
Primetrust Advisors LLC
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|
SC | 0.4 |
|
Harmony Asset Management LLC
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|
AZ | 0.4 |
|
Fullcircle Wealth LLC
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|
TX | 0.4 |
|
Richmond Investment Services LLC
✚
|
WI | 0.4 |
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Bridge City Capital LLC
✚
|
OR | 0.4 |