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MAIN STREET FINANCIAL LIFE ADVISORS, LLC
CRD 118544 · SEC 801-60820
212 W. ROUTE 38, SUITE 600, MOORESTOWN, NJ, 08057, United States
Phone
856-234-3550
Fax
856-234-3577
Registration
— (—)
Source
State registered
Total AUM
$56.9M
Discretionary AUM
$56.2M
Team
7 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersADVICE ON MATTERS NOT INVOLVING SECURITIES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $10.6M |
| High net worth individuals | 8 | $46.3M |
All web addresses on file
Official SEC filing: View on IAPD