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MAIN STREET FINANCIAL ADVISORY LLC
CRD 308095
291 MAIN STREET, WEST NEWBURY, MA, 01985, United States
Phone
(617) 797-4916
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$35.9M
Discretionary AUM
$32.8M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $17.5M |
| High net worth individuals | 7 | $15.8M |
All web addresses on file
Official SEC filing: View on IAPD