Market Street Wealth Management Advisors, LLC
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 122212
- Registered since
- January 2, 2004
- Website
- mswma.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.6%
- Individuals12.4%
- Corporations / Businesses1.39%
- Charitable Organizations0.48%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Market Street Wealth Management Advisors, LLC is an independent, owner-operated registered investment adviser. The firm is registered with the SEC (registered in 2004) and serves both individual & family clients as well as institutional clients. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements are a mix of percentage-of-AUM, hourly and fixed-fee engagements. The firm identifies as an active ESG investor and relies on third-party managers for alternative exposures rather than acting as a direct capital allocator.
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 Funds84%
- Exchange Traded Equities12%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$721M in ETFs
46%
$329M
42%
$392M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $46.2M | 515,117 | 6.42% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 3105 E 98th St
- Time zone
- ET (UTC-5)
- Office locations
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