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MAIN AVENUE FINANCIAL SERVICES, LLC
CRD 151580
4900 SW GRIFFITH DRIVE, SUITE 210, BEAVERTON, OR, 97005, United States
Phone
503-336-3776
Fax
503-207-5511
Registration
— (—)
Source
State registered
Total AUM
$101.9M
Discretionary AUM
$97.4M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $14.7M |
| High net worth individuals | 43 | $87.2M |
All web addresses on file
Official SEC filing: View on IAPD