MAIN STREET FINANCIAL LIFE ADVISORS, LLC
CRD #118544 SEC #801-60820 MOORESTOWN, NJ 856-234-3550
SEC Registered
Total AUM
$63.4M
Discretionary
$63.1M
Employees
6
Clients
--
Accounts
260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $63.4M | $63.1M | $254.5K | 6 | 10 |
| Sep 2023 | $63.4M | $63.1M | $254.5K | 6 | 10 |
| Aug 2023 | $63.4M | $63.1M | $254.5K | 6 | 10 |
| Jun 2023 | $63.4M | $63.1M | $254.5K | 6 | 10 |
| Mar 2023 | $63.4M | $63.1M | $254.5K | 6 | 10 |
| Jan 2023 | $61.7M | $61.5M | $228.4K | 7 | 10 |
| Nov 2022 | $61.7M | $61.5M | $228.4K | 7 | 10 |
| May 2022 | $103.4M | $103.1M | $281.6K | 7 | 10 |
| Mar 2022 | $103.4M | $103.1M | $281.6K | 7 | 10 |
| Jan 2022 | $106.6M | $106.6M | $0 | 7 | 10 |
| Mar 2021 | $178.3M | $178.3M | $0 | 7 | 10 |
| Jun 2020 | $148.8M | $145M | $3.8M | 6 | 8 |
| Mar 2020 | $148.8M | $145M | $3.8M | 6 | 8 |
| Oct 2019 | $132.8M | $122.5M | $10.2M | 7 | 6 |
| Mar 2019 | $132.8M | $122.5M | $10.2M | 7 | 6 |
| Jan 2019 | $140.9M | $129.4M | $11.6M | 5 | 5 |
| Mar 2018 | $140.9M | $129.4M | $11.6M | 5 | 5 |
| Mar 2017 | $124.2M | $113.4M | $10.8M | 5 | 100 |
| Mar 2017 | $124.2M | $113.4M | $10.8M | 5 | 100 |
| Mar 2016 | $119M | $108M | $10.9M | 3 | 100 |
| Jul 2015 | $123.2M | $108.5M | $14.7M | 7 | 100 |
| Mar 2015 | $123.2M | $108.5M | $14.7M | 7 | 100 |
| Mar 2014 | $117.3M | $102.4M | $14.8M | 6 | 200 |
| Mar 2014 | $117.3M | $102.4M | $14.8M | 6 | 200 |
| Mar 2013 | $98.9M | $85.6M | $13.3M | 5 | 100 |
| Jan 2013 | $94.3M | $86.5M | $7.7M | 5 | 111 |
| Mar 2012 | $94.3M | $86.5M | $7.7M | 1 | 111 |
| Dec 2011 | $121.8M | $112.1M | $9.6M | 1 | 101 |
| Mar 2011 | $121.8M | $112.1M | $9.6M | 5 | -- |
| Sep 2010 | $105M | $95.7M | $9.3M | 10 | -- |
| Aug 2010 | $105M | $95.7M | $9.3M | 10 | -- |
| Mar 2010 | $97.4M | $88.4M | $9M | 10 | -- |
| Mar 2008 | $84.7M | $75.3M | $9.4M | 10 | -- |
| Sep 2007 | $87.7M | $78.9M | $8.8M | 10 | -- |
| Mar 2007 | $87.7M | $78.9M | $8.8M | 10 | -- |
| Jan 2006 | $68M | $67.8M | $168K | 5 | -- |
| Feb 2005 | $34.7M | $34.6M | $57K | 5 | -- |
| Aug 2004 | $34.7M | $34.6M | $57K | 5 | -- |
| Jul 2004 | $34.7M | $34.6M | $57K | 5 | -- |
| Mar 2004 | $34.7M | $34.6M | $57K | 5 | -- |
| Jan 2004 | $26.7M | $26.7M | $0 | 5 | -- |
| Jan 2004 | $26.7M | $26.7M | $0 | 5 | -- |
DateSep 2023
Total AUM$63.4M
Discretionary$63.1M
Non-Disc.$254.5K
Employees6
Clients10
DateSep 2023
Total AUM$63.4M
Discretionary$63.1M
Non-Disc.$254.5K
Employees6
Clients10
DateAug 2023
Total AUM$63.4M
Discretionary$63.1M
Non-Disc.$254.5K
Employees6
Clients10
DateJun 2023
Total AUM$63.4M
Discretionary$63.1M
Non-Disc.$254.5K
Employees6
Clients10
DateMar 2023
Total AUM$63.4M
Discretionary$63.1M
Non-Disc.$254.5K
Employees6
Clients10
DateJan 2023
Total AUM$61.7M
Discretionary$61.5M
Non-Disc.$228.4K
Employees7
Clients10
DateNov 2022
Total AUM$61.7M
Discretionary$61.5M
Non-Disc.$228.4K
Employees7
Clients10
DateMay 2022
Total AUM$103.4M
Discretionary$103.1M
Non-Disc.$281.6K
Employees7
Clients10
DateMar 2022
Total AUM$103.4M
Discretionary$103.1M
Non-Disc.$281.6K
Employees7
Clients10
DateJan 2022
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees7
Clients10
DateMar 2021
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees7
Clients10
DateJun 2020
Total AUM$148.8M
Discretionary$145M
Non-Disc.$3.8M
Employees6
Clients8
DateMar 2020
Total AUM$148.8M
Discretionary$145M
Non-Disc.$3.8M
Employees6
Clients8
DateOct 2019
Total AUM$132.8M
Discretionary$122.5M
Non-Disc.$10.2M
Employees7
Clients6
DateMar 2019
Total AUM$132.8M
Discretionary$122.5M
Non-Disc.$10.2M
Employees7
Clients6
DateJan 2019
Total AUM$140.9M
Discretionary$129.4M
Non-Disc.$11.6M
Employees5
Clients5
DateMar 2018
Total AUM$140.9M
Discretionary$129.4M
Non-Disc.$11.6M
Employees5
Clients5
DateMar 2017
Total AUM$124.2M
Discretionary$113.4M
Non-Disc.$10.8M
Employees5
Clients100
DateMar 2017
Total AUM$124.2M
Discretionary$113.4M
Non-Disc.$10.8M
Employees5
Clients100
DateMar 2016
Total AUM$119M
Discretionary$108M
Non-Disc.$10.9M
Employees3
Clients100
DateJul 2015
Total AUM$123.2M
Discretionary$108.5M
Non-Disc.$14.7M
Employees7
Clients100
DateMar 2015
Total AUM$123.2M
Discretionary$108.5M
Non-Disc.$14.7M
Employees7
Clients100
DateMar 2014
Total AUM$117.3M
Discretionary$102.4M
Non-Disc.$14.8M
Employees6
Clients200
DateMar 2014
Total AUM$117.3M
Discretionary$102.4M
Non-Disc.$14.8M
Employees6
Clients200
DateMar 2013
Total AUM$98.9M
Discretionary$85.6M
Non-Disc.$13.3M
Employees5
Clients100
DateJan 2013
Total AUM$94.3M
Discretionary$86.5M
Non-Disc.$7.7M
Employees5
Clients111
DateMar 2012
Total AUM$94.3M
Discretionary$86.5M
Non-Disc.$7.7M
Employees1
Clients111
DateDec 2011
Total AUM$121.8M
Discretionary$112.1M
Non-Disc.$9.6M
Employees1
Clients101
DateMar 2011
Total AUM$121.8M
Discretionary$112.1M
Non-Disc.$9.6M
Employees5
Clients--
DateSep 2010
Total AUM$105M
Discretionary$95.7M
Non-Disc.$9.3M
Employees10
Clients--
DateAug 2010
Total AUM$105M
Discretionary$95.7M
Non-Disc.$9.3M
Employees10
Clients--
DateMar 2010
Total AUM$97.4M
Discretionary$88.4M
Non-Disc.$9M
Employees10
Clients--
DateMar 2008
Total AUM$84.7M
Discretionary$75.3M
Non-Disc.$9.4M
Employees10
Clients--
DateSep 2007
Total AUM$87.7M
Discretionary$78.9M
Non-Disc.$8.8M
Employees10
Clients--
DateMar 2007
Total AUM$87.7M
Discretionary$78.9M
Non-Disc.$8.8M
Employees10
Clients--
DateJan 2006
Total AUM$68M
Discretionary$67.8M
Non-Disc.$168K
Employees5
Clients--
DateFeb 2005
Total AUM$34.7M
Discretionary$34.6M
Non-Disc.$57K
Employees5
Clients--
DateAug 2004
Total AUM$34.7M
Discretionary$34.6M
Non-Disc.$57K
Employees5
Clients--
DateJul 2004
Total AUM$34.7M
Discretionary$34.6M
Non-Disc.$57K
Employees5
Clients--
DateMar 2004
Total AUM$34.7M
Discretionary$34.6M
Non-Disc.$57K
Employees5
Clients--
DateJan 2004
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees5
Clients--