MARKET STREET ADVISORS, LLC

Overview

Market Street Advisors, LLC is a limited liability company operated under individual ownership. The firm is classified as unclassified and reports an "other" fee structure. It identifies as an active ESG investor, which indicates ESG considerations are incorporated into how it selects strategies, managers and securities. The firm’s stated investment allocations lean on mutual funds for core public exposure and on real estate as its primary alternative allocation. Market Street Advisors maintains an industry affiliation with accounting professionals, suggesting it coordinates tax and reporting considerations with external accountants when constructing client portfolios. The adviser is not designated as a multi-state firm, is not a pension consultant, is not a capital allocator, and does not list a related adviser relationship. SEC registration status and year are not provided in available records.

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Location & Offices