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Home > Retirement Planners > virginia > glen allen > THE MAIN STREET GROUP
THE MAIN STREET GROUP
4510 Cox Road
Suite 102
Glen Allen, Virginia 23060
Tel: 804-270-4470
About THE MAIN STREET GROUP
THE MAIN STREET GROUP, formally registered with the SEC as THE MAIN STREET GROUP. The firm was established in 05/08/2018. They have over 2 offices throughout the country.
THE MAIN STREET GROUP is a Glen Allen, Virginia based Financial Planning firm with nearly $324,929,397 assets under management, offering retirement planning & investment advisory services to 1797 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175502 |
| SEC# | 801-113192 |
| Assets Managed by Firm | $324,929,397 |
| No. of Clients | 1797 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1797 | $324,929,397 |
| Individuals (other than high net worth individuals) | 870 | $141,243,962 |
| High net worth individuals | 203 | $179,367,977 |
| Pension and profit sharing plans | 5 | $2,200,456 |
| Charitable organizations | 2 | $85,137 |
| Corporations or other businesses | 12 | $2,031,865 |
More Retirement Planning firms in Glen Allen, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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