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Building 2MAIN STREET FINANCIAL SOLUTIONS, LLC

Map pinNEWTOWN, PA
Phone215-259-5021
NotebookSEC #801-70557
Total AUM
$883.8M
Employees
21
Clients
903

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
503 E WASHINGTON AVENUE
SUITE 1C
NEWTOWN
PA 18940
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
215-259-5021
Other Offices
11

ReceiptFinancials

Total AUM
$883.8M
Accounts
2,870
Discretionary
$760.5M
Accounts
2,468
Non-Discretionary
$123.3M
Accounts
402

ContactClients

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Individual Clients
626
AUM
$189.1M
HNW Individual Clients
277
AUM
$694.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLGAILMAMDNCNHNJNYPARISCTNTXVA

HandshakeAffiliates

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

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