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 $60,294,758 in 255 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts255ACCOUNTS
Average Account Value$236,450
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Banks (CRD# 4584667) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Conshohocken, PA and has over 7 years of experience in the finance industry.
Douglas Kobak (CRD# 1395715) is an Investment Advisor Representative working at Main Line Group Wealth Management, LLC in Conshohocken, PA and has over 25 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.