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MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036 · SEC 801-113819
707 SKOKIE BLVD, SUITE 190, NORTHBROOK, IL, 60062, United States
Phone
847-480-7055
Fax
847-480-7099
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.3M
Discretionary AUM
$250.3M
Team
3 total employees; 3 advisory reps; 29 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $3.3M |
| High net worth individuals | 128 | $243.3M |
| Charitable organizations | 2 | $3.7M |
States served
CA, IL, NC, RI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD