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MAIN STREET ADVISORS, LLC
CRD 121797 · SEC 801-68101
205 EAST MAIN STREET, WESTMINSTER, MD, 21157, United States
Phone
410-840-9200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.5M
Discretionary AUM
$81.5M
Team
3 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $39.6M |
| High net worth individuals | 17 | $40.2M |
| Charitable organizations | 1 | $944K |
| Corporations/business entities | 3 | $805K |
All web addresses on file
Official SEC filing: View on IAPD