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MAIN STREET FINANCIAL SOLUTIONS, LLC
CRD 305834 · SEC 801-117871
503 E. WASHINGTON AVENUE, SUITE 1C, NEWTOWN, PA, 18940, United States
Phone
215-259-5021
Fax
267-364-5410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.51B
Discretionary AUM
$2.48B
Team
41 total employees; 35 advisory reps; 37 broker-dealer reps
Clients
11-25
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)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1275 | $301.0M |
| High net worth individuals | 706 | $2.09B |
| Pension/profit sharing plans | 60 | $24.0M |
| Charitable organizations | 24 | $6.0M |
| Corporations/business entities | 46 | $91.0M |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, MD, MA, MI, NJ, NY, NC, PA, RI, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://tblfinancial.com/
- https://www.instagram.com/tblfinancial
- https://www.facebook.com/profile.php?id=61554303732358
- https://www.instagram.com/exitfour_wp
- https://www.instagram.com/thinblueline_financial
- https://www.linkedin.com/company/exitfour
- https://www.linkedin.com/company/main-street-financial-solutions-llc/mycompany/
- https://www.linkedin.com/in/ridge-chambers-7615321a4
- https://www.linkedin.com/in/williamjcuthbertson
- https://www.linkedin.com/pub/dir/Bill/Dougherty, CFA
- https://www.linkedin.com/company/gencapital/
- HTTP://WWW.JUNOWM.COM
- https://www.linkedin.com/today/author/nv-f
- https://www.linkedin.com/in/amyleis
- https://www.cwagroup.us/
- HTTP://WWW.MSFSOLUTIONS.COM
- https://www.exitfour.com
- http://www.cloverlywm.com
- HTTP://GENCAPITAL.COM
- https://www.linkedin.com/in/michael-bukowski-cfp®-8829476
- https://www.facebook.com/gencapitalwealthmanagement
Official SEC filing: View on IAPD