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MAINLAND FINANCIAL
MAINLAND FINANCIAL SERVICES LLC
CRD 119667
6151 LAKE OSPREY DR, SUITE 300, SARASOTA, FL, 34240-8419, United States
Phone
941-306-3020
Fax
941-373-1401
Registration
— (—)
Source
State registered
Total AUM
$41.6M
Discretionary AUM
$41.6M
Team
1 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $6.7M |
| High net worth individuals | 13 | $34.9M |
Official SEC filing: View on IAPD