Overview
Assets Under Management: $63 million
Headquarters: MOORESTOWN, NJ
High-Net-Worth Clients: 14
Average Client Assets: $3.6 million
Frequently Asked Questions
MAIN STREET FINANCIAL LIFE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118544), MAIN STREET FINANCIAL LIFE ADVISORS, LLC is subject to fiduciary duty under federal law.
MAIN STREET FINANCIAL LIFE ADVISORS, LLC is headquartered in MOORESTOWN, NJ.
MAIN STREET FINANCIAL LIFE ADVISORS, LLC serves 14 high-net-worth clients according to their SEC filing dated September 06, 2023. View client details ↓
According to their SEC Form ADV, MAIN STREET FINANCIAL LIFE ADVISORS, LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MAIN STREET FINANCIAL LIFE ADVISORS, LLC manages $63 million in client assets according to their SEC filing dated September 06, 2023.
According to their SEC Form ADV, MAIN STREET FINANCIAL LIFE ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.55%
Average Client Assets: $3.6 million
Total Client Accounts: 260
Discretionary Accounts: 257
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 118544
Filing ID: 1785516
Last Filing Date: 2023-09-06 11:44:00