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Building 2MAIN STREET FINANCIAL LIFE ADVISORS, LLC

Map pinMOORESTOWN, NJ
Phone856-234-3550
NotebookSEC #801-60820
Total AUM
$63.4M
Employees
6
Clients
56

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
212 W. ROUTE 38
SUITE 600
MOORESTOWN
NJ 08057
United States
Operating Hours
9:00 AM TO 5:30 PM
Monday - Friday
Phone
856-234-3550

ReceiptFinancials

Total AUM
$63.4M
Accounts
260
Discretionary
$63.1M
Accounts
257
Non-Discretionary
$254.5K
Accounts
3

ContactClients

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Individual Clients
42
AUM
$13M
HNW Individual Clients
14
AUM
$50.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNJ

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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