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MAIN STREET INVESTMENT MANAGEMENT
MAIN STREET INVESTMENT MANAGEMENT, LLC
CRD 161452
13920 N. WESTERN AVE, EDMOND, OK, 73013, United States
Phone
405-285-5566
Fax
866-300-1979
Registration
— (—)
Source
State registered
Total AUM
$66.1M
Discretionary AUM
$66.1M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 221 | $19.9M |
| High net worth individuals | 39 | $42.8M |
| Corporations/business entities | 2 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD