Main Effort Financial, Inc.
Firm details
- Headquarters
- Holliston, Massachusetts
- CRD number
- 297091
- Website
- www.maineffort.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.21%
- HNWI34.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Main Effort Financial, Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, and lists pension consulting among its advisory activities. Its fees are a mix of AUM-based charges, hourly billing, and fixed fees. The firm is not flagged as an active ESG investor and is not identified 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 Equities70%
- Non-Exchange Traded Equities18%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents2%
Contacts
1 of 1
John Drohan
PrincipalCRD 4362517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Holliston, MA
Middlesex
Location
Holliston, MA
Headquartered in Holliston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 747 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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