MAIN LINE RETIREMENT ADVISORS, LLC
CRD #284780 SEC #801-108390 WHITEFISH, MT 800-480-8681
SEC Registered
Total AUM
$394.2M
Discretionary
$394.2M
Employees
3
Clients
10
Accounts
771
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $394.2M | $394.2M | $0 | 3 | 175 |
| Mar 2024 | $357.3M | $357.3M | $0 | 3 | 168 |
| Jul 2023 | $303.8M | $303.8M | $0 | 3 | 150 |
| Mar 2023 | $303.8M | $303.8M | $0 | 3 | 150 |
| Mar 2022 | $332.2M | $332.2M | $0 | 3 | 142 |
| Jul 2021 | $279.6M | $279.6M | $0 | 3 | 0 |
| Feb 2021 | $279.6M | $279.6M | $0 | 3 | 0 |
| Jul 2020 | $202.7M | $202.7M | $0 | 3 | 0 |
| Jun 2020 | $202.7M | $202.7M | $0 | 3 | 0 |
| Apr 2020 | $202.7M | $202.7M | $0 | 3 | 0 |
| Mar 2020 | $202.7M | $202.7M | $0 | 3 | 0 |
| Mar 2020 | $202.7M | $202.7M | $0 | 3 | 0 |
| Mar 2019 | $126.8M | $126.8M | $0 | 3 | 78 |
| Mar 2019 | $126.8M | $126.8M | $0 | 3 | 78 |
| Sep 2018 | $124.8M | $124.8M | $0 | 2 | 29 |
| Sep 2018 | $124.8M | $124.8M | $0 | 2 | 29 |
| Mar 2018 | $124.8M | $124.8M | $0 | 2 | 29 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$394.2M
Discretionary$394.2M
Non-Disc.$0
Employees3
Clients175
DateMar 2024
Total AUM$357.3M
Discretionary$357.3M
Non-Disc.$0
Employees3
Clients168
DateJul 2023
Total AUM$303.8M
Discretionary$303.8M
Non-Disc.$0
Employees3
Clients150
DateMar 2023
Total AUM$303.8M
Discretionary$303.8M
Non-Disc.$0
Employees3
Clients150
DateMar 2022
Total AUM$332.2M
Discretionary$332.2M
Non-Disc.$0
Employees3
Clients142
DateJul 2021
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$279.6M
Discretionary$279.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$202.7M
Discretionary$202.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees3
Clients78
DateMar 2019
Total AUM$126.8M
Discretionary$126.8M
Non-Disc.$0
Employees3
Clients78
DateSep 2018
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients29
DateSep 2018
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients29
DateMar 2018
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients29
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0