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Home > Retirement Planners > pennsylvania > newtown > MAIN STREET FINANCIAL SOLUTIONS, LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC
503 E. Washington Avenue
Suite 1c
Newtown, Pennsylvania 18940
Tel: 215-259-5021
About MAIN STREET FINANCIAL SOLUTIONS, LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC, formally registered with the SEC as MAIN STREET FINANCIAL SOLUTIONS, LLC. The firm was established in 01/02/2020. They have over 23 offices throughout the country.
MAIN STREET FINANCIAL SOLUTIONS, LLC is a Newtown, Pennsylvania based Financial Planning firm with nearly $1,770,646,602 assets under management, offering retirement planning & investment advisory services to 5220 clients. The firm is staffed with 41 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305834 |
| SEC# | 801-117871 |
| Assets Managed by Firm | $1,770,646,602 |
| No. of Clients | 5220 |
| No. of Advisors | 41 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5220 | $1,770,646,602 |
| Individuals (other than high net worth individuals) | 1412 | $826,523,801 |
| High net worth individuals | 354 | $812,349,691 |
| Pension and profit sharing plans | 36 | $13,316,053 |
| Charitable organizations | 26 | $3,392,836 |
| Corporations or other businesses | 59 | $115,064,221 |
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