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Building 2MAINSTREET RIA LLC

Map pinO'FALLON, MO
Phone(888) 801-0325
NotebookSEC #801-121454
Total AUM
$446.4M
Employees
3
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6700 KEATON CORPORATE PARKWAY
SUITE 102
O'FALLON
MO 63368
United States
Operating Hours
8:30AM - 5:00PM
MONDAY - FRIDAY
Phone
(888) 801-0325

ReceiptFinancials

Total AUM
$446.4M
Accounts
206
Discretionary
$446.4M
Accounts
206
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
104
AUM
$30M
HNW Individual Clients
23
AUM
$40.6M
Pension/Profit Sharing Plan Clients
5
AUM
$375.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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