MAINSTREET ADVISORS
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 146615
- Registered since
- March 12, 2008
- Website
- www.mainstreetadv.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions99.95%
- HNWI0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Mainstreet Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2008. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its client compensation mix includes percentage-of-AUM fees alongside fixed-fee engagements. Advisory services emphasize portfolio management for individuals, small businesses and institutions, and the firm also produces periodicals or newsletters for clients or the market. Mainstreet Advisors reports being an active ESG investor and identifies as an independent RIA rather than being affiliated with a related adviser.
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
- Exchange Traded Equities36%
- Public Funds/Mutual Funds24%
- Private Funds18%
- Investment Grade Corp Bonds9%
- State & Local Bonds6%
Owners & executives
3 of 3JOHN CROSSON
Chief Executive OfficerCRD 2992720
THOMAS MCKINSTRY
Chief Investment OfficerCRD 6747258
MICHAEL STEELE
Chief Operating OfficerCRD 4956948
Contacts
3 of 12CHARLES SIMKO
Senior Portfolio ManagerCRD 2870750
Joseph Crosson
Managing DirectorCRD 8055426
Alex O'Brien
Senior Portfolio AnalystCRD 7295009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$214M in ETFs
98%
$211M
1%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $42.9M | 635,079 | 20.02% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 120 N La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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