Main Line Group Wealth Management, LLC

Main Line Group Wealth Management, LLC (CRD# 150964) is a financial advisory firm headquartered in , . They manage $102,782,567 in 253 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.mlgwm.com
By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    253
    ACCOUNTS
  • Average Account Value
    $406,255
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA, UT

Financial Advisors at Main Line Group Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Kobak, financial advisor Park City UT
Douglas L. Kobak
CRD#: 1395715
Park City, UT

Douglas Kobak (CRD# 1395715) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Park City, UT and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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