MAIN STREET ADVISORS

3110 Main Street
Suite 310
Santa Monica, California 90405
Tel: 310-392-7607

About MAIN STREET ADVISORS

MAIN STREET ADVISORS, formally registered with the SEC as MAIN STREET ADVISORS. The firm was established in 08/22/2019. They have over 1 offices throughout the country.

MAIN STREET ADVISORS is a Santa Monica, California based Financial Planning firm with nearly $7,946,002,715 assets under management, offering retirement planning & investment advisory services to 194 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305170
SEC#	801-117239
Assets Managed by Firm	$7,946,002,715
No. of Clients	194
No. of Advisors	27

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	194	$7,946,002,715
High net worth individuals	58	$4,055,735,968
Charitable organizations	Fewer than 5 clients	$25,347,475

Inquire with MAIN STREET ADVISORS

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$2,936,601,179,276	18358	1331
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$2,406,691,634,676	481	754
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,248,547,388,863	2782	3177
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$782,620,910,160	242041	1007
DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104	$322,933,193,102	762	295

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