Main Street Management Company

RIASEC RegisteredEst. 2024
Total AUM
$51.8M
Discretionary
$39.5M
76% of AUM
Avg account
$463K
Accounts
112
Employees
2
Advisory reps
2

Firm details

Headquarters
Aquebogue, New York
CRD number
111736
Registered since
March 12, 2024
Fee structure
Percentage of AUM
Client types
  • Individuals59.14%
  • Pension & Profit Sharing Plans23.69%
  • HNWI17.17%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Main Street Management Company is a small, owner-operated corporation that provides fee-based portfolio management primarily for individuals, families and small businesses. The firm is classified as a non-independent retail RIA and also operates as a registered representative of a broker-dealer, which suggests it bridges advisory and brokerage channels in client servicing. Its public SEC registration occurred in 2024. Compensation is charged as a percentage of assets under management, and the firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 40%, US Government Bonds 5%, State & Local Bonds 5%, Private Funds 5%, Cash & Cash Equivalents 5%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds40%
  • US Government Bonds5%
  • State & Local Bonds5%
  • Private Funds5%

Contacts

2 of 2
  • Keith Furio

    Keith Furio

    Financial AdvisorCRD 4869341

  • William Hayek

    William Hayek

    President, Registered Investment AdvisorCRD 1523209

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Aquebogue, NY

Suffolk

Location

Aquebogue, NY

Headquartered in Aquebogue, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
711 Union Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth