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).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $236,450
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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 - 2 of 2 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 7 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 26 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.

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