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Main Advisory Inc
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CRD # | 328040 |
SEC # | 801-128706 |
CIK # | |
AUM | $116.1 MM (2024-05-20) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 617-800-0388 |
Address | 2400 Ansys Drive Canonsburg, PA 15317 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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 |