Main Advisory Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Main Advisory Inc
CRD #328040
SEC #801-128706
CIK #
AUM $116.1 MM (2024-05-20)
Employees 3 (67% Investors, 0% Brokers)
Phone617-800-0388
Address2400 Ansys Drive
Canonsburg, PA 15317
Source [IAPD] [Website]
Total AUM ($MM)
1209672482402009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 170 67.2
(b) Individuals (high net worth individuals) 13 41.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 5.9
(h) Charitable organizations 0 1.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 344 116.1
By Discretionary
Discretionary 282 104.4
Non-Discretionary 62 11.6
Total 344 116.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 116.1
Total 344 116.1
Comparable Firms State AUM ($BB)
Granite State Retirement Planning Inc
NH 0.1
Enlightened Finance LLC
FL 0.1
Winter & Associates Inc
MN 0.1
Gervais Capital Management LLC
WY 0.1
Income & Asset Advisory Inc
NY 0.1
Hidden Hills Wealth LLC
CA 0.1
Bourke Wealth Management
CA 0.1
Equity Advisors of Kentucky Inc
KY 0.1
Peachcap Tax & Advisory LLC
GA 0.1
Avocet Capital Management LLC
IL 0.1
Terms | Privacy | Guide
tony@aum13f.com