Main Line Retirement Advisors, LLC
● SEC registered since 2016CRD 284780SEC# 801-108390Whitefish, MT
Reg. AUM
$448.6M
Employees
3
Accounts
679
Location
Whitefish, MT
Main Line Retirement Advisors, LLC assets under management
Main Line Retirement Advisors, LLC is an SEC-registered investment adviser based in Whitefish, MT. The firm has been registered since 2016. It reports $448.6 million in regulatory assets under management and employs 3 people.
Main Line Retirement Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alfred Francis Matarazzo Control | Managing Partner, Chief Compliance Officer | Over 75% | 2016 |
| Zachary Taylor Matarazzo Control | Partner | 10-25% | 2018 |
Frequently asked questions
How much does Main Line Retirement Advisors, LLC manage?
Main Line Retirement Advisors, LLC reports $448.6 million in regulatory assets under management on its Form ADV.
How many employees does Main Line Retirement Advisors, LLC have?
Main Line Retirement Advisors, LLC reports 3 employees.
Where is Main Line Retirement Advisors, LLC located?
Main Line Retirement Advisors, LLC is based in Whitefish, MT and has been SEC-registered since 2016.
Does Main Line Retirement Advisors, LLC disclose fund performance?
Main Line Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 O'Brien Ave, Whitefish, MT 59937 |
| Phone | 800-480-8681 |
| Fax | 833-433-5965 |
| Office hours | Main Line Retirement Advisors, Llc |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$448.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$448.6Mregulatory AUM
Discretionary $448.6M