6700 Keaton Corporate Parkway
Suite 102
O'fallon, Missouri 63368
Tel: (888) 801-0325
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309150 |
| SEC# | 801-121454 |
| Assets Managed by Firm | $392,246,687 |
| No. of Clients | 209 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 209 | $392,246,687 |
| Individuals (other than high net worth individuals) | 105 | $27,787,459 |
| High net worth individuals | 26 | $37,886,360 |
| Pension and profit sharing plans | 5 | $326,572,868 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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