MAIN STREET ASSET MANAGEMENT LLC

RIASEC Registered
Total AUM
$15.6M
Discretionary
$15.1M
97% of AUM
Avg account
$82.3K
Accounts
190
Employees
3
Advisory reps
1

Firm details

Headquarters
NEW CITY, New York
CRD number
281694
Custodians
CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Main Street Asset Management LLC operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm is structured as a limited liability company and is owned by an individual. Their business activities include accounting, while their advisory services encompass financial planning, portfolio management for individuals and small businesses, as well as for pooled investment vehicles. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Non-Exchange Traded Equities 5%, Cash & Cash Equivalents 3%92%
  • Exchange Traded Equities92%
  • Non-Exchange Traded Equities5%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • ERGUIS MERTIRI

    PrincipalCRD 4944581

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEW CITY, NY

ROCKLAND

Location

NEW CITY, NY

Headquartered in NEW CITY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ROCKLAND
Address
151 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth