Overview
Assets Under Management: $210 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 190
Discretionary Accounts: 190
Regulatory Filings
CRD Number: 297145
Last Filing Date: 2025-02-11 00:00:00
Website: https://mainstreamcapital.com