Main Line Retirement Advisors, LLC (Radnor)

Main Line Retirement Advisors, LLC is a large advisory firm based in Radnor. It manages $126.84 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Montana and Pennsylvania.

Main Line Retirement Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Main Line Retirement Advisors: assets under management

The assets under management (AUM) of Main Line Retirement Advisors, LLC is $126.84 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $126.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.67 million each.

Investments

The firm invests in investment and business development companies the most. They account for 75% of the total AUM. The second-largest asset type is exchange traded securities, which make up 25% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Main Line Retirement Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Main Line Retirement Advisors serves?

The firm provides services to high net worth individuals and pension and profit sharing plans. The largest group of clients of Main Line Retirement Advisors is pension and profit sharing plans with 21 clients and $113.32 million of assets under management. Among the 11 most similar advisory firms, Main Line Retirement Advisors has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $126.84 million for 78 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Main Line Retirement Advisors doesn't advise any private funds.

Careers at Main Line Retirement Advisors, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alfred Francis Matarazzo	Managing member, chief compliance officer	1 Jul 2016	75% - 100%	2232383
Zachary Taylor Matarazzo	Partner	1 Aug 2018	Other	6889116

Based in Radnor

The principal office where Main Line Retirement Advisors, LLC performs its advisory services is located at 150 N Radnor Chester Road, Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Whitefish, MT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-587-8190. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday.