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 formed in 2020 and structured as an LLC with individual ownership. The firm serves both individual and institutional clients and describes itself as a capital allocator — i.e., it sources and places client capital with third‑party managers in addition to managing public market portfolios directly. Core advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation mixes percentage-of-AUM billing with hourly and fixed‑fee arrangements. The firm identifies as an active ESG investor and lists an industry affiliation with an insurance company.
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 3
Courtney Elliott
COOCRD 7085490
Colin Moors
Chief Compliance OfficerCRD 2317174
Marie Dzelzgalvis
CFOCRD 7089074
Contacts
3 of 40
Sean 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
- 104 Pheasant Run
- Time zone
- ET (UTC-5)
- Office locations
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