Overview
Assets Under Management: $695 million
Headquarters: COPPELL, TX
High-Net-Worth Clients: 285
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 285
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,830
Discretionary Accounts: 2,830
Regulatory Filings
CRD Number: 313051
Last Filing Date: 2025-02-05 00:00:00
Website: https://mainstreetretirement.com