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Building 2THE MAIN STREET GROUP

Map pinGLEN ALLEN, VA
Phone804-270-4470
NotebookSEC #801-113192
Total AUM
$515.3M
Employees
13
Clients
765

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4510 COX ROAD
SUITE 102
GLEN ALLEN
VA 23060
United States
Operating Hours
8-5
Monday - Friday
Phone
804-270-4470
Other Offices
1

ReceiptFinancials

Total AUM
$515.3M
Accounts
2,488
Discretionary
$515.3M
Accounts
2,488
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
589
AUM
$269.8M
HNW Individual Clients
122
AUM
$233.1M
Pension/Profit Sharing Plan Clients
21
AUM
$8.6M
Charitable Organization Clients
14
AUM
$821.2K
Corporation or Business Clients
19
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZDCFLLAMDNCNYOHPASCTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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