Main Street Financial Advisors
RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$194K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 132141
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.72%
- Individuals27.28%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Main Street Financial Advisors is an independent, sole-proprietorship RIA serving individual and family clients. The firm operates on an asset-based fee model and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its practice does not position itself as a capital allocator or as an active ESG investor, and it does not report multi-state advisory registration.
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
- Exchange Traded Equities63%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds7%
Contacts
1 of 1Steven Mitchell
Financial AdvisorCRD 1492553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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