|
⚲
|
| Keyboard |
| Main Street Retirement Planning LLC
✚
|
|
|---|---|
| CRD # | 313051 |
| SEC # | 801-122041 |
| CIK # | |
| AUM | 716.6 M (2026-03-02) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 972-393-0376 |
| Address | 779 W Main Street Coppell, TX 75019 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,543 | 448.5 |
| (b) Individuals (high net worth individuals) | 145 | 268.1 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,927 | 716.6 |
| By Discretionary | ||
| Discretionary | 2,927 | 716.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,927 | 716.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 716.6 | |
| Total | 2,927 | 716.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 732.2 M |
|
Cooperative Funeral Fund Inc
✚
|
CT | 727.8 M |
|
Kaydan Wealth Management Inc
✚
|
MI | 726.5 M |
|
Meridian Investment Counsel Inc
✚
|
723.4 M | |
|
R S Crum Inc
✚
|
CA | 720.7 M |
|
Old Peak Finance LLC
✚
|
NC | 714.1 M |
|
Peak Planning Group LLC
✚
|
CO | 710.0 M |
|
Navista Wealth Management Inc
✚
|
MN | 709.6 M |
|
Rogan & Associates Inc
✚
|
FL | 709.6 M |
|
Solidarity Wealth LLC
✚
|
UT | 704.2 M |