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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Main Advisory Inc
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|---|---|
| CRD # | 328040 |
| SEC # | 801-128706 |
| CIK # | |
| AUM | $128.2 M (2025-04-16) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 724-731-0173 |
| Address | 2400 Ansys Drive Canonsburg, PA 15317 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 42.5 |
| (b) Individuals (high net worth individuals) | 26 | 77.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.3 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 128.2 |
| By Discretionary | ||
| Discretionary | 320 | 128.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 320 | 128.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 128.2 | |
| Total | 320 | 128.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Entruity Wealth LLC
✚
|
CA | 0.1 |
|
Fortis Portfolio Solutions LLC
✚
|
IL | 0.1 |
|
Mullins Investment Services LLC
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|
VA | 0.1 |
|
Arnold Financial Planning LLC
✚
|
IA | 0.1 |
|
1N Capital LLC
✚
|
0.1 | |
|
Stock Management LLC
✚
|
0.1 | |
|
AWR Investment Management LLC
✚
|
CA | 0.1 |
|
Severin Investments LLC
✚
|
MO | 0.1 |
|
Fort Advisors Inc
✚
|
TX | 0.1 |
|
Stembrook Asset Management LLC
✚
|
NJ | 0.1 |