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MAINSAIL FINANCIAL GROUP
11245 Se 6th Street
Suite 140
Bellevue, Washington 98004
Tel: (425) 502-7693
About MAINSAIL FINANCIAL GROUP
MAINSAIL FINANCIAL GROUP, formally registered with the SEC as MAINSAIL FINANCIAL GROUP. The firm was established in 02/25/2022. They have over 2 offices throughout the country.
MAINSAIL FINANCIAL GROUP is a Bellevue, Washington based Financial Planning firm with nearly $268,191,466 assets under management, offering retirement planning & investment advisory services to 892 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317970 |
| SEC# | 801-123307 |
| Assets Managed by Firm | $268,191,466 |
| No. of Clients | 892 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 892 | $268,191,466 |
| Individuals (other than high net worth individuals) | 328 | $91,185,462 |
| High net worth individuals | 68 | $176,823,519 |
| Charitable organizations | 1 | $182,485 |
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