Main Street Financial Solutions, LLC

RIASEC RegisteredEst. 2020
Total AUM
$2.5B
Discretionary
$2.5B
99% of AUM
Avg account
$429K
Accounts
5,846
Employees
41
Advisory reps
43

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

FINTRX

Overview

Main Street Financial Solutions, LLC is an independent registered investment adviser formed as an LLC and operating since 2020. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees include percentage-of-AUM arrangements alongside hourly and fixed-fee engagements. The firm identifies as an active ESG investor and acts as a capital allocator, using third-party managers to place client capital across a range of strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 55%, Exchange Traded Equities 18%, Cash & Cash Equivalents 10%, US Government Bonds 6%, State & Local Bonds 4%, Private Funds 3%, Other 2%, Investment Grade Corp Bonds 1%55%
  • Public Funds/Mutual Funds55%
  • Exchange Traded Equities18%
  • Cash & Cash Equivalents10%
  • US Government Bonds6%
  • State & Local Bonds4%

Owners & executives

3 of 3
  • Courtney Elliott

    Courtney Elliott

    COOCRD 7085490

  • Colin Moors

    Colin Moors

    Chief Compliance OfficerCRD 2317174

  • Marie Dzelzgalvis

    Marie Dzelzgalvis

    CFOCRD 7089074

Contacts

3 of 40
  • Sean Coyle

    Sean Coyle

    PartnerCRD 7847107

  • William Cuthbertson

    William Cuthbertson

    Financial AdvisorCRD 4747909

  • Mark Gombita

    Mark Gombita

    Managing PartnerCRD 6083070

Unlock 37 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 419

Active vs passive

$1.2B in ETFs

Passive

73%

$913M

Active

23%

$333M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$65M175,6495.22%
Unlock additional holdings →

Location

Primary office

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
104 Pheasant Run
Time zone
ET (UTC-5)
Office locations

Similar firms

Miravast Asset Management, LLC

RIA

Newtown, PA

AUM $1.4BTEAM 21REPS 5

Mount Lucas Management LP

RIA

Newtown, PA

AUM $1.3BTEAM 15REPS 10

Insight Advisors, LLC

RIA

Newtown, PA

AUM $786MTEAM 22REPS 13

Jmac Enterprises LLC

RIA

Newtown, PA

AUM $722MTEAM 5REPS 3

Towercrest Capital Management, LLC

RIA

Newtown, PA

AUM $718MTEAM 1REPS 1

PW Nova Financial Services LLC

RIA

Newtown, PA

AUM $654MTEAM 6REPS 7
More RIAs in Newtown →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth