Mainwall Investment Management, LLC
RIASEC Registered
Total AUM
$17.8M
Discretionary
$17.8M
100% of AUM
Avg account
$636K
Accounts
28
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156091
- Website
- www.mainwallllc.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.13%
- Individuals3.51%
- Charitable Organizations1.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mainwall Investment Management, LLC is an independent, owner-operated RIA organized as an LLC that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and identifies itself as an active ESG investor, suggesting ESG considerations are incorporated into its investment process. Mainwall is not structured as a capital allocator, does not act as a pension consultant, and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
1 of 1
Charles Neuhauser
Managing PrincipalCRD 854969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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