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| Main Street Financial Solutions LLC
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|
|
|---|---|
| CRD # | 305834 |
| SEC # | 801-117871 |
| CIK # | 0001763350 |
| AUM | $1.8 BB (2024-05-24) |
| Employees | 41 (85% Investors, 7% Brokers) |
| Phone | 215-259-5021 |
| Address | 503 E Washington Avenue Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NMM | 713.9 | 38.3 | |
| AAPL | 2,382,844.0 | 28.0 | |
| NVDA | 399,550.0 | 24.1 | |
| MSFT | 1,918,222.4 | 12.5 | |
| AMZN | 1,092,997.8 | 10.9 | |
| XOM | 385,508.3 | 8.5 | |
| TSLA | 723,390.3 | 8.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,412 | 826.5 |
| (b) Individuals (high net worth individuals) | 354 | 812.3 |
| (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 | 36 | 13.3 |
| (h) Charitable organizations | 26 | 3.4 |
| (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 | 59 | 115.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,220 | 1,770.6 |
| By Discretionary | ||
| Discretionary | 5,097 | 1,738.1 |
| Non-Discretionary | 123 | 32.5 |
| Total | 5,220 | 1,770.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,770.6 | |
| Total | 5,220 | 1,770.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001763350] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Claret Asset Management Corp
✚
|
1.8 | |
|
ML & R Wealth Management LLC
✚
|
TX | 1.8 |
|
Reinhart Partners LLC
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|
WI | 1.8 |
|
Summit Financial Strategies Inc
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|
OH | 1.8 |
|
Wealth Architects LLC
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|
CA | 1.8 |
|
Rockwood Wealth Management LLC
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|
PA | 1.8 |
|
Mainline West Fund Manager LLC
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|
CO | 1.8 |
|
Giverny Capital Inc
✚
|
1.8 | |
|
Slater Investments Limited
✚
|
1.8 | |
|
Durbin Bennett Private Wealth Management LLC
✚
|
TX | 1.8 |