MAIN AVENUE FINANCIAL SERVICES, LLC

Overview

Main Avenue Financial Services, LLC is an independent registered investment adviser that primarily serves individuals and families, along with some small-business clients. The firm runs a fee-based advisory model that combines percentage-of-AUM billing with hourly and fixed-fee engagements. Its advisory work centers on financial planning and portfolio management, with a clear tilt toward equity-centered portfolios. Investment activity shows a reliance on exchange-traded instruments for core exposure, while third-party external managers supply alternative and specialty exposures. The firm does not identify as an active ESG investor and operates with a largely discretionary mandate across client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices