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MAINSTREAM CAPITAL MANAGEMENT
3435 Wilshire Blvd
1100
Los Angeles, California 90010
Tel: 213-365-6773
About MAINSTREAM CAPITAL MANAGEMENT
MAINSTREAM CAPITAL MANAGEMENT, formally registered with the SEC as MAINSTREAM CAPITAL MANAGEMENT. The firm was established in 10/08/2021. They have over 1 offices throughout the country.
MAINSTREAM CAPITAL MANAGEMENT is a Los Angeles, California based Financial Planning firm with nearly $209,944,513 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297145 |
| SEC# | 801-122460 |
| Assets Managed by Firm | $209,944,513 |
| No. of Clients | 190 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 190 | $209,944,513 |
| Individuals (other than high net worth individuals) | 129 | $30,512,172 |
| High net worth individuals | 58 | $173,713,374 |
| Pension and profit sharing plans | 2 | $685,504 |
| Corporations or other businesses | 1 | $5,033,463 |
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