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| Main Street Financial Solutions LLC
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|---|---|
| CRD # | 305834 |
| SEC # | 801-117871 |
| CIK # | 0001763350 |
| AUM | 2,508.0 M (2026-03-31) |
| Employees | 41 (85% Investors, 7% Brokers) |
| Phone | 215-259-5021 |
| Address | 503 E Washington Avenue Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Navios Maritime Partners LP | 45.7 | ||
| Apple Inc | 29.2 | ||
| Nvidia Corp | 14.9 | ||
| Microsoft Corp | 14.5 | ||
| Tesla Motors Inc | 13.3 | ||
| Coupang Inc | 12.0 | ||
| Waystar Holding Corp | 11.0 | ||
| Amazon Com Inc | 10.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,275 | 0.3 |
| (b) Individuals (high net worth individuals) | 706 | 2.1 |
| (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 | 60 | 0.0 |
| (h) Charitable organizations | 24 | 0.0 |
| (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 | 46 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,846 | 2.5 |
| By Discretionary | ||
| Discretionary | 5,754 | 2.5 |
| Non-Discretionary | 92 | 0.0 |
| Total | 5,846 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 5,846 | 2.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763350] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 37 |
| Serves | Institutional, Retail |
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|---|---|---|
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