MAIN STREET FINANCIAL LLC
Legal name: MAIN STREET FINANCIAL
CRD #118130 SEC #801-76458 PURCHASE, NY 914-698-8303
SEC Registered
Total AUM
$61.3M
Discretionary
$61.3M
Employees
4
Clients
1
Accounts
264
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $61.3M | $61.3M | $0 | 4 | 0 |
| Feb 2025 | $61.3M | $61.3M | $0 | 4 | 0 |
| Jan 2025 | $61.3M | $61.3M | $0 | 4 | 0 |
| Aug 2024 | $58.7M | $58.7M | $0 | 4 | 0 |
| Jul 2024 | $58.7M | $58.7M | $0 | 4 | 0 |
| Mar 2024 | $58.7M | $58.7M | $0 | 4 | 0 |
| Mar 2023 | $58.4M | $58.4M | $0 | 4 | 0 |
| Mar 2022 | $59.5M | $59.5M | $0 | 4 | 0 |
| Mar 2021 | $56.7M | $56.7M | $0 | 3 | 0 |
| Jun 2020 | $49.2M | $49.2M | $0 | 3 | 0 |
| Mar 2020 | $49.2M | $49.2M | $0 | 3 | 0 |
| Mar 2019 | $46.4M | $46.4M | $0 | 3 | 0 |
| Mar 2018 | $49.4M | $49.4M | $0 | 2 | 0 |
| Mar 2018 | $49.4M | $49.4M | $0 | 2 | 0 |
| Mar 2017 | $45.3M | $45.3M | $0 | 2 | 100 |
| Nov 2016 | $45.5M | $45.5M | $0 | 2 | 200 |
| Mar 2016 | $45.5M | $45.5M | $0 | 2 | 200 |
| Mar 2016 | $45.5M | $45.5M | $0 | 2 | 200 |
| Mar 2015 | $46.4M | $46.4M | $0 | 2 | 100 |
| Mar 2014 | $44.7M | $44.7M | $0 | 2 | 100 |
| Apr 2013 | $38.5M | $38.5M | $0 | 2 | 100 |
| Apr 2013 | $38.5M | $38.5M | $0 | 2 | 100 |
| Mar 2013 | $38.5M | $38.5M | $0 | 2 | 100 |
| Dec 2012 | $34M | $34M | $0 | 2 | 26 |
| May 2012 | $34M | $34M | $0 | 1 | 26 |
| Apr 2012 | $34M | $34M | $0 | 1 | 26 |
DateDec 2025
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$61.3M
Discretionary$61.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$58.4M
Discretionary$58.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$59.5M
Discretionary$59.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$56.7M
Discretionary$56.7M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$49.4M
Discretionary$49.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees2
Clients100
DateNov 2016
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees2
Clients100
DateMar 2014
Total AUM$44.7M
Discretionary$44.7M
Non-Disc.$0
Employees2
Clients100
DateApr 2013
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees2
Clients100
DateApr 2013
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees2
Clients100
DateMar 2013
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees2
Clients100
DateDec 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees2
Clients26
DateMay 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees1
Clients26