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| Main Street Retirement Planning LLC
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|
|---|---|
| CRD # | 313051 |
| SEC # | 801-122041 |
| CIK # | |
| AUM | $694.6 M (2025-02-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 972-393-0376 |
| Address | 779 W Main Street Coppell, TX 75019 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 856 | 265.1 |
| (b) Individuals (high net worth individuals) | 285 | 429.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,830 | 694.6 |
| By Discretionary | ||
| Discretionary | 2,830 | 694.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,830 | 694.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 694.6 | |
| Total | 2,830 | 694.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kozak & Tripp Private Asset Management Inc
✚
|
CO | 0.7 |
|
SLWA LLC
✚
|
CA | 0.7 |
|
A N Culbertson & Company Inc
✚
|
VA | 0.7 |
|
Jeppson Wealth Management LLC
✚
|
CA | 0.7 |
|
Valicenti Advisory Services Inc
✚
|
NY | 0.7 |
|
Provident Wealth Management LLC
✚
|
TN | 0.7 |
|
White Lighthouse Investment Management Inc
✚
|
0.7 | |
|
Kraft Davis & Associates LLC
✚
|
MO | 0.7 |
|
Tranquility Partners LLC
✚
|
TN | 0.7 |
|
Saxon Woods Advisors LLC
✚
|
NY | 0.7 |