Main Line Group Wealth Management, LLC

Overview

Main Line Group Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also provides selection of other advisers. Fee arrangements are flexible: they charge a percentage of assets under management and can bill hourly, on a fixed-fee basis or with performance-based components. The firm reports a clear equity preference, allocating the bulk of client assets to exchange-traded equities and separately managed account structures. Main Line Group Wealth Management, LLC also sponsors and serves as general partner or managing member of pooled investment vehicles, including venture capital funds, which indicates active involvement on both the advisory and manager side of alternative investments. The adviser does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices