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Home > Retirement Planners > texas > coppell > MAIN STREET RETIREMENT PLANNING, LLC
MAIN STREET RETIREMENT PLANNING, LLC
779 W Main Street
Coppell, Texas 75019
Tel: 972-393-0376
About MAIN STREET RETIREMENT PLANNING, LLC
MAIN STREET RETIREMENT PLANNING, LLC, formally registered with the SEC as MAIN STREET RETIREMENT PLANNING, LLC. The firm was established in 10/18/2021. They have over 1 offices throughout the country.
MAIN STREET RETIREMENT PLANNING, LLC is a Coppell, Texas based Financial Planning firm with nearly $694,603,429 assets under management, offering retirement planning & investment advisory services to 2830 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313051 |
| SEC# | 801-122041 |
| Assets Managed by Firm | $694,603,429 |
| No. of Clients | 2830 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2830 | $694,603,429 |
| Individuals (other than high net worth individuals) | 856 | $265,078,227 |
| High net worth individuals | 285 | $429,525,202 |
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|---|---|---|---|
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| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
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| $112,362,200,000 | 102 | 361 |
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