Main Street Financial Solutions LLC

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Assets, Funds, Holdings

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Main Street Financial Solutions LLC
CRD #305834
SEC #801-117871
CIK #0001763350
AUM $1.6 BB (2023-03-27)
Employees 41 (71% Investors, 7% Brokers)
Phone215-259-5021
Address503 E Washington Avenue
Newtown, PA 18940
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
1600128096064032002009201420192024
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 ($MM)
80064048032016002021202220232024
AUM Breakdown Accounts AUM ($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
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