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Home > Retirement Planners > california > santa monica > MAIN STREET ADVISORS
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 $8,117,604,543 assets under management, offering retirement planning & investment advisory services to 116 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305170 |
| SEC# | 801-117239 |
| Assets Managed by Firm | $8,117,604,543 |
| No. of Clients | 116 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 116 | $8,117,604,543 |
| High net worth individuals | 64 | $6,228,859,190 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,502,358 |
| Charitable organizations | Fewer than 5 clients | $27,196,305 |
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