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MAIN STREET RETIREMENT PLANNING, LLC
CRD 313051 · SEC 801-122041
779 W MAIN STREET, COPPELL, TX, 75019, United States
Phone
972-393-0376
Fax
972-393-0327
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$716.6M
Discretionary AUM
$716.6M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1543 | $448.5M |
| High net worth individuals | 145 | $268.1M |
States served
AL, AR, CA, CO, GA, LA, MI, NE, OH, OK, SC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD