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Home > Retirement Planners > pennsylvania > canonsburg > MAIN ADVISORY, INC.
MAIN ADVISORY, INC.
2400 Ansys Drive
Suite 102
Canonsburg, Pennsylvania 15317
Tel: (724) 731-0173
About MAIN ADVISORY, INC.
MAIN ADVISORY, INC, formally registered with the SEC as MAIN ADVISORY, INC. The firm was established in 09/08/2023. They have over 1 offices throughout the country.
MAIN ADVISORY, INC. is a Canonsburg, Pennsylvania based Financial Planning firm with nearly $128,216,032 assets under management, offering retirement planning & investment advisory services to 320 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328040 |
| SEC# | 801-128706 |
| Assets Managed by Firm | $128,216,032 |
| No. of Clients | 320 |
| No. of Advisors | 3 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 320 | $128,216,032 |
| Individuals (other than high net worth individuals) | 193 | $42,477,771 |
| High net worth individuals | 26 | $77,452,129 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,278,367 |
| Charitable organizations | Fewer than 5 clients | $2,007,765 |
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|---|---|---|---|
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| $501,645,588,245 | 80 | 101 | |
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| $194,796,322,013 | 93301 | 411 |
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