MAIN LINE FINANCIAL ADVISORS, LLC.
CRD #121583 SEC #801-68909 MALVERN, PA 800-266-6532
SEC Registered
Total AUM
$10.5M
Discretionary
$10.5M
Employees
1
Clients
1
Accounts
62
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $10.5M | $10.5M | $0 | 1 | 0 |
| Dec 2017 | $281.4M | $194.5M | $86.9M | 6 | 0 |
| Mar 2017 | $281.4M | $194.5M | $86.9M | 6 | 300 |
| Oct 2016 | $225.5M | $189.1M | $36.4M | 8 | 300 |
| Feb 2016 | $225.5M | $189.1M | $36.4M | 8 | 300 |
| Mar 2015 | $246.4M | $205.4M | $41M | 8 | 300 |
| Oct 2014 | $223.1M | $186.6M | $36.6M | 7 | 300 |
| Mar 2014 | $223.1M | $186.6M | $36.6M | 7 | 300 |
| Mar 2013 | $306.3M | $170.9M | $135.4M | 7 | 300 |
| Jun 2012 | $285.6M | $275.9M | $9.7M | 6 | 200 |
| Jan 2012 | $285.6M | $275.9M | $9.7M | 6 | 200 |
| Jun 2011 | $253.8M | $248.8M | $5M | 10 | -- |
| Mar 2011 | $253.8M | $248.8M | $5M | 10 | -- |
| Mar 2010 | $75M | $75M | $0 | 10 | -- |
DateMar 2018
Total AUM$10.5M
Discretionary$10.5M
Non-Disc.$0
Employees1
Clients0
DateDec 2017
Total AUM$281.4M
Discretionary$194.5M
Non-Disc.$86.9M
Employees6
Clients0
DateMar 2017
Total AUM$281.4M
Discretionary$194.5M
Non-Disc.$86.9M
Employees6
Clients300
DateOct 2016
Total AUM$225.5M
Discretionary$189.1M
Non-Disc.$36.4M
Employees8
Clients300
DateFeb 2016
Total AUM$225.5M
Discretionary$189.1M
Non-Disc.$36.4M
Employees8
Clients300
DateMar 2015
Total AUM$246.4M
Discretionary$205.4M
Non-Disc.$41M
Employees8
Clients300
DateOct 2014
Total AUM$223.1M
Discretionary$186.6M
Non-Disc.$36.6M
Employees7
Clients300
DateMar 2014
Total AUM$223.1M
Discretionary$186.6M
Non-Disc.$36.6M
Employees7
Clients300
DateMar 2013
Total AUM$306.3M
Discretionary$170.9M
Non-Disc.$135.4M
Employees7
Clients300
DateJun 2012
Total AUM$285.6M
Discretionary$275.9M
Non-Disc.$9.7M
Employees6
Clients200
DateJan 2012
Total AUM$285.6M
Discretionary$275.9M
Non-Disc.$9.7M
Employees6
Clients200
DateJun 2011
Total AUM$253.8M
Discretionary$248.8M
Non-Disc.$5M
Employees10
Clients--
DateMar 2011
Total AUM$253.8M
Discretionary$248.8M
Non-Disc.$5M
Employees10
Clients--
DateMar 2010
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees10
Clients--