Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > holliston > MAIN STREET FINANCIAL
MAIN STREET FINANCIAL
550 Mamaroneck Avenue
Suite 402
Harrison, New York 10528
Tel: 914-698-8303
About MAIN STREET FINANCIAL
MAIN STREET FINANCIAL, formally registered with the SEC as MAIN STREET FINANCIAL. The firm was established in 05/03/2012. They have over 1 offices throughout the country.
MAIN STREET FINANCIAL is a Harrison, New York based Financial Planning firm with nearly $61,328,487 assets under management, offering retirement planning & investment advisory services to 264 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118130 |
| SEC# | 801-76458 |
| Assets Managed by Firm | $61,328,487 |
| No. of Clients | 264 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 264 | $61,328,487 |
| Individuals (other than high net worth individuals) | 80 | $29,391,851 |
| High net worth individuals | 17 | $31,936,636 |
More Retirement Planning firms in Harrison, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Harrison, New York