Main Street Asset Managment

Overview

Main Street Asset Managment is a privately held limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm provides a mix of financial planning and discretionary portfolio management alongside ancillary services such as pension consulting, market-timing services, and educational seminars. It also operates as a real estate broker, which appears to inform its alternative-investment activity. Fees are charged through a combination of percentage-of-AUM, hourly, fixed-fee and performance-based arrangements. The adviser is not identified as an active ESG investor, is not multi-state registered, and does not act as a capital allocator running pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices