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Building 2MAIN STREET FINANCIAL

Map pinPURCHASE, NY
Phone914-698-8303
NotebookSEC #801-76458
Total AUM
$71.1M
Employees
4
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 WESTCHESTER AVE
SUITE 107
PURCHASE
NY 10577
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
914-698-8303

ReceiptFinancials

Total AUM
$71.1M
Accounts
267
Discretionary
$71.1M
Accounts
267
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$26M
HNW Individual Clients
22
AUM
$45.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

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

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