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MAIN STREET FINANCIAL SOLUTIONS, LLC
NEWTOWN, PA
215-259-5021
SEC #801-117871Total AUM
$2.5B
Employees
41Clients
2,116Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
503 E. WASHINGTON AVENUE
SUITE 1C
NEWTOWN
PA 18940
United States
SUITE 1C
NEWTOWN
PA 18940
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
215-259-5021
Other Offices
21
Financials
Total AUM
$2.5B
Accounts
5,846Discretionary
$2.5B
Accounts
5,754Non-Discretionary
$33M
Accounts
92
Clients
Individual Clients
1,275AUM
$301M
HNW Individual Clients
706AUM
$2.1B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
60AUM
$24M
Charitable Organization Clients
24AUM
$6M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
46AUM
$91M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
ALARAZCACOCTDCDEFLGAIDILMAMDMINCNHNJNYPARISCTNTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.