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MAIN STREET FINANCIAL
MAIN STREET FINANCIAL LLC
CRD 118130 · SEC 801-76458
2500 WESTCHESTER AVE, SUITE 107, PURCHASE, NY, 10577, United States
Phone
914-698-8303
Fax
914-698-0745
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$71.1M
Discretionary AUM
$71.1M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $26.0M |
| High net worth individuals | 22 | $45.1M |
States served
NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD