← Back to searchVisit website
MAIN ADVISORY, INC.
CRD 328040 · SEC 801-128706
2400 ANSYS DRIVE, SUITE 102, CANONSBURG, PA, 15317, United States
Phone
(724) 731-0173
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.7M
Discretionary AUM
$162.7M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $44.7M |
| High net worth individuals | 30 | $109.3M |
States served
LA, MD, PA, SC, VA, WV, TX
All web addresses on file
Official SEC filing: View on IAPD