Overview
Assets Under Management: $268 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
MAINSAIL FINANCIAL GROUP 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 #317970), MAINSAIL FINANCIAL GROUP is subject to fiduciary duty under federal law.
MAINSAIL FINANCIAL GROUP is headquartered in BELLEVUE, WA.
MAINSAIL FINANCIAL GROUP serves 68 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, MAINSAIL FINANCIAL GROUP offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
MAINSAIL FINANCIAL GROUP manages $268 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, MAINSAIL FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 892
Discretionary Accounts: 858
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 317970
Filing ID: 2029278
Last Filing Date: 2025-11-21 12:06:41
Website: 1