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 operates as a corporation and is registered with the SEC as of 2024. The firm primarily serves individual and family clients, as well as institutional clients, providing portfolio management services tailored to individuals and small businesses. The firm does not engage in active ESG investing and is classified as unclassified, indicating a broad range of investment strategies without a specific focus. Main Street Management Company is also affiliated with a broker-dealer, enhancing its capabilities in the financial services sector.

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: 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

    Financial AdvisorCRD 4869341

  • WILLIAM HAYEK

    President, Registered Investment AdvisorCRD 1523209

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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