Overview
Assets Under Management: $2.5 billion
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 361
Average Client Assets: $3 million
Frequently Asked Questions
MAIN STREET FINANCIAL SOLUTIONS, 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 #305834), MAIN STREET FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
MAIN STREET FINANCIAL SOLUTIONS, LLC is headquartered in NEWTOWN, PA.
MAIN STREET FINANCIAL SOLUTIONS, LLC serves 361 high-net-worth clients according to their SEC filing dated December 25, 2025. View client details ↓
According to their SEC Form ADV, MAIN STREET FINANCIAL SOLUTIONS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MAIN STREET FINANCIAL SOLUTIONS, LLC manages $2.5 billion in client assets according to their SEC filing dated December 25, 2025.
According to their SEC Form ADV, MAIN STREET FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 361
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 6,091
Discretionary Accounts: 5,908
Non-Discretionary Accounts: 183
Regulatory Filings
CRD Number: 305834
Filing ID: 2035908
Last Filing Date: 2025-12-25 07:57:49
Website: 25