MAIN STREET ADVISORS LLC
Firm details
- Headquarters
- PINEVILLE, Louisiana
- CRD number
- 332071
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.58%
- Individuals24.79%
- Pension & Profit Sharing Plans0.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Main Street Advisors LLC is a small, privately owned RIA that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm operates as an LLC with individual ownership and bills clients on a percentage-of-AUM basis. Its advisory focus is straightforward wealth and portfolio management rather than institutional consulting; it does not present itself as an active ESG investor, multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities20%
- US Government Bonds17%
- Cash & Cash Equivalents5%
Contacts
2 of 2CLAY COOPER
OwnerCRD 2343815
Susan Broussard
Investment Adviser RepresentativeCRD 7801579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PINEVILLE, LA
RAPIDES
Location
PINEVILLE, LA
Headquartered in PINEVILLE, LA, in the South of the United States.
- Region
- South
- County
- RAPIDES
- Address
- 614 Main St
- Time zone
- CT (UTC-6)
- Office locations
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