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Main Street Financial Solutions LLC
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CRD # | 305834 |
SEC # | 801-117871 |
CIK # | 0001763350 |
AUM | $1.6 BB (2023-03-27) |
Employees | 41 (71% Investors, 7% Brokers) |
Phone | 215-259-5021 |
Address | 503 E Washington Avenue Newtown, PA 18940 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 22.6 | |
TSLA | 723,390.3 | 8.9 | |
AMZN | 1,092,997.8 | 7.5 | |
XOM | 385,508.3 | 7.4 | |
MSFT | 1,918,222.4 | 6.4 | |
NVDA | 399,550.0 | 6.1 | |
RIO | 102,512.8 | 5.5 | |
JNJ | 465,600.2 | 4.8 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,386 | 516.7 |
(b) Individuals (high net worth individuals) | 308 | 1,054.1 |
(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 | 0 | 0.0 |
(h) Charitable organizations | 6 | 4.7 |
(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 | 5,424 | 1,575.5 |
By Discretionary | ||
Discretionary | 5,281 | 1,541.2 |
Non-Discretionary | 143 | 34.3 |
Total | 5,424 | 1,575.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,575.5 | |
Total | 5,424 | 1,575.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001763350] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Millennium Investment and Retirement Advisors LLC
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NC | 1.6 |
Aaron Wealth Advisors LLC
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|
IL | 1.6 |
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
Consolidated Planning Corporation
✚
|
GA | 1.6 |
Grant TANI Barash & Altman LLC
✚
|
CA | 1.6 |
Bristlecone Advisors LLC
✚
|
WA | 1.6 |
Independence Asset Advisors LLC
✚
|
PA | 1.6 |
Claret Asset Management Corp
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|
1.6 | |
Summit Financial Strategies Inc
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|
OH | 1.6 |
Stokes Family Office LLC
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|
LA | 1.6 |