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Building 2MAIN STREET ADVISORS

Map pinSANTA MONICA, CA
Phone310-778-2200
NotebookSEC #801-117239
Total AUM
$9.6B
Employees
34
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3110 MAIN STREET
SUITE 310
SANTA MONICA
CA 90405
United States
Operating Hours
8 AM - 6:30 PM
Monday - Friday
Phone
310-778-2200

ReceiptFinancials

Total AUM
$9.6B
Accounts
125
Discretionary
$7B
Accounts
52
Non-Discretionary
$2.6B
Accounts
73

ContactClients

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HNW Individual Clients
68
AUM
$7.1B
Pooled Vehicle Clients
6
AUM
$1.8B
Charitable Organization Clients
1
AUM
$47.6M
Government Entity Clients
1
AUM
$690.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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