William
Landman

Mainline Investment Advisers, LLC

CRD#4342118
Investment Advisor
in Wynnewood, PA

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About this Advisor

William Landman is a financial advisor based in Wynnewood, Pennsylvania, working with Mainline Investment Advisers, LLC. William has previously held positions at Cms Investment Resources, LLC (Previously Inc), Cms Fund Advisers, LLC (Previously Cms Fund Advisers, Inc), Renovus Gp, LLC, Cms Holdco, LLC, Merion Realty Advisers, LLC, Mainline Investment Advisers, LLC, Mainline Private Wealth, LLC, Mainline Investment Partners, LLC, Capital Management Systems, LLC (Previously Inc), and Merion Realty Partners. William has passed the Series 65 regulatory exam and is registered to provide services in Delaware and Pennsylvania. Currently, William is part of Mainline Investment Advisers, LLC, which operates out of Wynnewood, Pennsylvania. The firm has 6 employees and manages assets totaling $244.8 million. The services offered by the firm include portfolio management for pooled investment vehicles and the selection of other advisers. The fee structure at Mainline Investment Advisers, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

308 E. Lancaster Avenue Suite 300
Wynnewood, PA 19096-2145

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Mainline Investment Advisers, LLC Brokerage Details

Total Assets Under Management

$244,810,132

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

9

PA Average: 3,342
Average Account Size

$27,201,126

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

William Landman Work History

2011 - Present (14 years)

Merion Realty Advisers, LLC

2011 - Present (14 years)

Mainline Investment Advisers, LLC

2011 - Present (14 years)

Mainline Investment Partners, LLC

2011 - Present (14 years)

Merion Realty Partners

2010 - Present (15 years)

Cms Holdco, LLC

2002 - Present (23 years)

Cms Fund Advisers, LLC (Previously Cms Fund Advisers, Inc)

2011 - 2023 (12 years)

Mainline Private Wealth, LLC

2010 - 2022 (12 years)

Renovus Gp, LLC

2003 - 2022 (19 years)

Capital Management Systems, LLC (Previously Inc)

1987 - 2022 (35 years)

Cms Investment Resources, LLC (Previously Inc)

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Disclosures

Please visit the SEC profile of William Landman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mainline Investment Advisers, LLC

William Landman
Wynnewood, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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