503 E. Washington Avenue
Suite 1c
Newtown, Pennsylvania 18940
Tel: 215-259-5021
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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