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, SEC-registered RIA formed in 2020 and owned by an individual principal. The firm serves a mix of individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm reports being an active ESG investor and functions as a capital allocator, directing client capital into third-party managers and alternative strategies in addition to public funds and mutual funds.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 419Active vs passive
$1.2B in ETFs
73%
$913M
23%
$333M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $65M | 175,649 | 5.22% |
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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