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MAIN STREET FINANCIAL SOLUTIONS, LLC

503 E. Washington Avenue
Suite 1c
Newtown, Pennsylvania 18940
Tel: 215-259-5021

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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 StatusApproved
Firm CRD#305834
SEC#801-117871
Assets Managed by Firm$1,770,646,602
No. of Clients5220
No. of Advisors41

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 ClientsAUM
Firm Total5220$1,770,646,602
Individuals (other than high net worth individuals)1412$826,523,801
High net worth individuals354$812,349,691
Pension and profit sharing plans36$13,316,053
Charitable organizations26$3,392,836
Corporations or other businesses59$115,064,221

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