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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