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MAINSTREET RIA LLC

6700 Keaton Corporate Parkway
Suite 102
O'fallon, Missouri 63368
Tel: (888) 801-0325

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About MAINSTREET RIA LLC

MAINSTREET RIA LLC, formally registered with the SEC as MAINSTREET RIA LLC. The firm was established in 06/08/2021. They have over 1 offices throughout the country.

MAINSTREET RIA LLC is a O'fallon, Missouri based Financial Planning firm with nearly $392,246,687 assets under management, offering retirement planning & investment advisory services to 209 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#309150
SEC#801-121454
Assets Managed by Firm$392,246,687
No. of Clients209
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total209$392,246,687
Individuals (other than high net worth individuals)105$27,787,459
High net worth individuals26$37,886,360
Pension and profit sharing plans5$326,572,868

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