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MAINSAIL FINANCIAL GROUP
MAINSAIL FINANCIAL GROUP, LLC
CRD 317970 · SEC 801-123307
11245 SE 6TH STREET, SUITE 140, BELLEVUE, WA, 98004, United States
Phone
(425) 502-7693
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.9M
Discretionary AUM
$378.0M
Team
12 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 292 | $107.4M |
| High net worth individuals | 132 | $290.3M |
| Charitable organizations | 2 | $6.2M |
States served
AK, AZ, CA, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD