Main Line Group Wealth Management, LLC

Main Line Group Wealth Management, LLC (CRD# 150964) is a financial advisory firm headquartered in Conshohocken, PA. They manage $63,161,351 in 248 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $254,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Main Line Group Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert T. Banks
CRD#: 4584667
One First Ave., Suite 300, Conshohocken, PA 19428
93
Wealthminder
score

Robert Banks (CRD# 4584667) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Conshohocken, PA and has over 9 years of experience in the finance industry.

2
Douglas L. Kobak
CRD#: 1395715
One First Ave., Suite 300, Conshohocken, PA 19428
86
Wealthminder
score

Douglas Kobak (CRD# 1395715) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Conshohocken, PA and has over 27 years of experience in the finance industry. Douglas Kobak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew J. Corbett
CRD#: 6896613
One First Ave., Suite 300, Conshohocken, PA 19428
67
Wealthminder
score

Andrew Corbett (CRD# 6896613) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Conshohocken, PA and has 1 year of experience in the finance industry.

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