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 $2.5 B (2025-06-26)
Employees 41 (85% Investors, 7% Brokers)
Phone215-259-5021
Address503 E Washington Avenue
Newtown, PA 18940
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
3.02.41.81.20.60.02007201320192026
CIK Period
0001763350
Sector Form 13F Holdings Value ($M)
Nvidia Corp 41.2
Navios Maritime Partners LP 32.4
Apple Inc 30.1
Microsoft Corp 22.4
Amazon Com Inc 22.0
Coupang Inc 17.6
Waystar Holding Corp 12.3
Facebook Inc 12.2
Tesla Motors Inc 11.1
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 1,908 1.4
(b) Individuals (high net worth individuals) 361 0.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 50 0.0
(h) Charitable organizations 19 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 57 0.1
(n) Other 0 0.0
Total 6,091 2.5
By Discretionary
Discretionary 5,908 2.4
Non-Discretionary 183 0.1
Total 6,091 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 6,091 2.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001763350]
Comparable Firms State AUM ($B)
Crewe Advisors LLC
UT 2.5
Saratoga Research & Investment Management
CA 2.5
Strategic Global Advisors LLC
CA 2.5
Meeder Asset Management Inc
OH 2.5
Stokes Family Office LLC
LA 2.5
Kingswood Wealth Advisors LLC
CA 2.5
Bedel Financial Consulting Inc
IN 2.5
Kathmere Capital Management LLC
PA 2.5
Stadion Money Management LLC
GA 2.5
Sentry Advisors LLC
CA 2.5
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