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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 |
|---|---|---|
| 13F-HR | [0001763350] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Millennium Investment and Retirement Advisors LLC
✚
|
NC | 1.6 |
|
Aaron Wealth Advisors LLC
✚
|
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
✚
|
1.6 | |
|
Summit Financial Strategies Inc
✚
|
OH | 1.6 |
|
Stokes Family Office LLC
✚
|
LA | 1.6 |