MAIN STREET ADVISORS
Total AUM
$9.6B
Employees
34Clients
76Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3110 MAIN STREET
SUITE 310
SANTA MONICA
CA 90405
United States
SUITE 310
SANTA MONICA
CA 90405
United States
Operating Hours
8 AM - 6:30 PM
Monday - Friday
Monday - Friday
Phone
310-778-2200
Financials
Total AUM
$9.6B
Accounts
125Discretionary
$7B
Accounts
52Non-Discretionary
$2.6B
Accounts
73
Clients
HNW Individual Clients
68AUM
$7.1B
Pooled Vehicle Clients
6AUM
$1.8B
Charitable Organization Clients
1AUM
$47.6M
Government Entity Clients
1AUM
$690.5M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CATX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.