Main Street Financial Advisory LLC

Overview

Main Street Financial Advisory LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s client focus is individuals and families, and its advisory services center on financial planning and portfolio management for individuals and small businesses. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not set up as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives