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- Custodian
- Charles Schwab & Company · Citibank
- Clients
- Retail and Institutional
- Platforms
- MomentumGlacier +more
- Established Date
- 07-30-2012
- Office Locations
- 1
Office Locations
About Main Line Group Wealth Management, LLC
Main Line Group Wealth Management is a fiduciary RIA delivering holistic wealth planning and portfolio management for successful executives, business owners, professional athletes, and influential families, including U.S. and non-U.S. citizens. The firm builds and continuously tracks customized plans spanning investments, tax, estate, retirement, insurance, and philanthropy, grounded in a long-term philosophy. Portfolios are ETF-heavy (per regulatory filings), and founder Doug Kobak, CFP, has 25+ years’ experience and is frequently quoted in national media.
Team overview
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Owner & Executives
DOUGLAS LOUIS KOBAK
Chief Compliance Officer
- CRD
- #1395715
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,475,553 | $434,310 |
| Non-Discretionary | $65,153 | $32,577 |
| Total | $122,540,706 | $431,481 |
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Separately Managed Accounts
Total SMA Asset: $113,972,666
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $287,102,548 | 8.8% |
| Corporate - Investment Grade | $995,071,332 | 30.5% |
| Private Funds | $1,220,185,831 | 37.4% |
| Cash | $760,169,248 | 23.3% |
| Total | $3,262,528,959 | 100.0% |