MAIN STREET FINANCIAL SOLUTIONS, LLC
Firm details
- Headquarters
- NEWTOWN, Pennsylvania
- CRD number
- 305834
- Registered since
- January 2, 2020
- Website
- www.msfsolutions.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.17%
- Individuals12%
- Corporations / Businesses3.63%
- Pension & Profit Sharing Plans0.96%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Main Street Financial Solutions, LLC is an independent registered investment adviser that began SEC registration in 2020 and is organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional accounts and offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services listed in filings are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm identifies itself as a capital allocator and reports being an active ESG investor, indicating it incorporates environmental, social, and governance factors into at least some client strategies.
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 Funds55%
- Exchange Traded Equities18%
- Cash & Cash Equivalents10%
- US Government Bonds6%
- State & Local Bonds4%
Owners & executives
3 of 3COURTNEY ELLIOTT
COOCRD 7085490
COLIN MOORS
Chief Compliance OfficerCRD 2317174
MARIE DZELZGALVIS
CFOCRD 7089074
Contacts
3 of 38Sean Coyle
PartnerCRD 7847107
WILLIAM CUTHBERTSON
Financial AdvisorCRD 4747909
Mark Gombita
Managing PartnerCRD 6083070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 362Active vs passive
$1.1B in ETFs
73%
$771M
24%
$281M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $62.9M | 187,545 | 5.98% |
Location
NEWTOWN, PA
BUCKS
Location
NEWTOWN, PA
Headquartered in NEWTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 503 Washington Ave
- Time zone
- ET (UTC-5)
- Office locations
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