Main Line Retirement Advisors, LLC

Main Line Retirement Advisors, LLC (CRD# 284780) is a financial advisory firm headquartered in Whitefish, MT. They manage $357,323,683 in 531 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    531
    ACCOUNTS
  • Average Account Value
    $672,926
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

MT, NH, NJ, PA, TX

Financial Advisors at Main Line Retirement Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Alfred F. Matarazzo
CRD#: 2232383
2 O'brien Ave, Whitefish, MT 59937

Alfred Matarazzo (CRD# 2232383) is an Investment Advisor Representative working at Main Line Retirement Advisors, LLC in Whitefish, MT and has over 31 years of experience in the finance industry.

2
Zachary T. Matarazzo
CRD#: 6889116
2 O'brien Ave, Whitefish, MT 59937

Zachary Matarazzo (CRD# 6889116) is an Investment Advisor Representative working at Main Line Retirement Advisors, LLC in Whitefish, MT and has over 6 years of experience in the finance industry.

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