Main Line Retirement Advisors, LLC
Firm details
- Headquarters
- Whitefish, Montana
- CRD number
- 284780
- Registered since
- September 20, 2016
- Website
- www.mlra401k.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.06%
- Pension & Profit Sharing Plans43.24%
- Individuals6.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Main Line Retirement Advisors, LLC is an independent, SEC-registered RIA that began registering in 2016 and is organized as an LLC under individual ownership. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of outside advisers. Fee arrangements are varied and include percentage-of-assets, hourly charges, and fixed fees. The firm does not position itself as an ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2
Alfred Matarazzo
PrincipalCRD 2232383
Zachary Matarazzo
PartnerCRD 6889116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$312M in ETFs
27%
$83.9M
65%
$228M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $25M | 506,920 | 8.01% |
Location
Whitefish, MT
Flathead
Location
Whitefish, MT
Headquartered in Whitefish, MT, in the West of the United States.
- Region
- West
- County
- Flathead
- Address
- 2 Obrien Ave
- Time zone
- MT (UTC-7)
- Office locations
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