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MAINSTREET ADVISORS

120 N. Lasalle Street
Suite 3300
Chicago, Illinois 60602-2424
Tel: 312-223-0270

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About MAINSTREET ADVISORS

MAINSTREET ADVISORS, formally registered with the SEC as MAINSTREET ADVISORS. The firm was established in 03/12/2008. They have over 1 offices throughout the country.

MAINSTREET ADVISORS is a Chicago, Illinois based Financial Planning firm with nearly $5,119,845,804 assets under management, offering retirement planning & investment advisory services to 5866 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#146615
SEC#801-68930
Assets Managed by Firm$5,119,845,804
No. of Clients5866
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total5866$5,119,845,804
Individuals (other than high net worth individuals)2$853,968

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