MAIN STREET FINANCIAL SOLUTIONS, LLC
CRD #146118 SEC #801-70557 NEWTOWN, PA 215-259-5021
SEC Registered
Total AUM
$883.8M
Discretionary
$760.5M
Employees
21
Clients
11
Accounts
2,870
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2019 | $883.8M | $760.5M | $123.3M | 21 | 12 |
| Mar 2019 | $883.8M | $760.5M | $123.3M | 21 | 12 |
| Aug 2018 | $734.6M | $631.2M | $103.4M | 20 | 20 |
| Feb 2018 | $734.6M | $631.2M | $103.4M | 20 | 20 |
| May 2017 | $672.4M | $554.1M | $118.4M | 20 | 400 |
| Mar 2017 | $495M | $384.7M | $110.4M | 20 | 400 |
| Jan 2017 | $292.9M | $175.9M | $116.9M | 14 | 400 |
| Nov 2016 | $292.9M | $175.9M | $116.9M | 14 | 400 |
| Sep 2016 | $292.9M | $175.9M | $116.9M | 14 | 400 |
| Jul 2016 | $292.9M | $175.9M | $116.9M | 14 | 400 |
| Jun 2016 | $292.9M | $175.9M | $116.9M | 14 | 400 |
| Mar 2016 | $292.9M | $175.9M | $116.9M | 14 | 400 |
| Mar 2015 | $257.5M | $157.1M | $100.4M | 14 | 400 |
| Feb 2015 | $194M | $109.5M | $84.5M | 11 | 400 |
| May 2014 | $194M | $109.5M | $84.5M | 11 | 400 |
| Apr 2014 | $194M | $109.5M | $84.5M | 11 | 400 |
| Mar 2014 | $194M | $109.5M | $84.5M | 11 | 400 |
| Mar 2014 | $194M | $109.5M | $84.5M | 11 | 400 |
| Jan 2014 | $127.5M | $71M | $56.5M | 11 | 400 |
| Nov 2013 | $127.5M | $71M | $56.5M | 11 | 400 |
| Oct 2013 | $127.5M | $71M | $56.5M | 11 | 400 |
| Sep 2013 | $127.5M | $71M | $56.5M | 11 | 400 |
| Mar 2013 | $127.5M | $71M | $56.5M | 11 | 400 |
| Jun 2012 | $111.3M | $30M | $81.3M | 1 | 400 |
| Mar 2012 | $80M | $25M | $55M | 1 | 400 |
| Jan 2012 | $80M | $55M | $25M | 1 | 400 |
| May 2011 | $53.7M | $53.2M | $500K | 5 | -- |
| Apr 2011 | $53.7M | $53.2M | $500K | 5 | -- |
| Mar 2011 | $53.7M | $53.2M | $500K | 5 | -- |
| Jan 2011 | $30.4M | $0 | $30.4M | 5 | -- |
| Aug 2010 | $30.4M | $0 | $30.4M | 5 | -- |
| Aug 2010 | $30.4M | $0 | $30.4M | 5 | -- |
DateAug 2019
Total AUM$883.8M
Discretionary$760.5M
Non-Disc.$123.3M
Employees21
Clients12
DateMar 2019
Total AUM$883.8M
Discretionary$760.5M
Non-Disc.$123.3M
Employees21
Clients12
DateAug 2018
Total AUM$734.6M
Discretionary$631.2M
Non-Disc.$103.4M
Employees20
Clients20
DateFeb 2018
Total AUM$734.6M
Discretionary$631.2M
Non-Disc.$103.4M
Employees20
Clients20
DateMay 2017
Total AUM$672.4M
Discretionary$554.1M
Non-Disc.$118.4M
Employees20
Clients400
DateMar 2017
Total AUM$495M
Discretionary$384.7M
Non-Disc.$110.4M
Employees20
Clients400
DateJan 2017
Total AUM$292.9M
Discretionary$175.9M
Non-Disc.$116.9M
Employees14
Clients400
DateNov 2016
Total AUM$292.9M
Discretionary$175.9M
Non-Disc.$116.9M
Employees14
Clients400
DateSep 2016
Total AUM$292.9M
Discretionary$175.9M
Non-Disc.$116.9M
Employees14
Clients400
DateJul 2016
Total AUM$292.9M
Discretionary$175.9M
Non-Disc.$116.9M
Employees14
Clients400
DateJun 2016
Total AUM$292.9M
Discretionary$175.9M
Non-Disc.$116.9M
Employees14
Clients400
DateMar 2016
Total AUM$292.9M
Discretionary$175.9M
Non-Disc.$116.9M
Employees14
Clients400
DateMar 2015
Total AUM$257.5M
Discretionary$157.1M
Non-Disc.$100.4M
Employees14
Clients400
DateFeb 2015
Total AUM$194M
Discretionary$109.5M
Non-Disc.$84.5M
Employees11
Clients400
DateMay 2014
Total AUM$194M
Discretionary$109.5M
Non-Disc.$84.5M
Employees11
Clients400
DateApr 2014
Total AUM$194M
Discretionary$109.5M
Non-Disc.$84.5M
Employees11
Clients400
DateMar 2014
Total AUM$194M
Discretionary$109.5M
Non-Disc.$84.5M
Employees11
Clients400
DateMar 2014
Total AUM$194M
Discretionary$109.5M
Non-Disc.$84.5M
Employees11
Clients400
DateJan 2014
Total AUM$127.5M
Discretionary$71M
Non-Disc.$56.5M
Employees11
Clients400
DateNov 2013
Total AUM$127.5M
Discretionary$71M
Non-Disc.$56.5M
Employees11
Clients400
DateOct 2013
Total AUM$127.5M
Discretionary$71M
Non-Disc.$56.5M
Employees11
Clients400
DateSep 2013
Total AUM$127.5M
Discretionary$71M
Non-Disc.$56.5M
Employees11
Clients400
DateMar 2013
Total AUM$127.5M
Discretionary$71M
Non-Disc.$56.5M
Employees11
Clients400
DateJun 2012
Total AUM$111.3M
Discretionary$30M
Non-Disc.$81.3M
Employees1
Clients400
DateMar 2012
Total AUM$80M
Discretionary$25M
Non-Disc.$55M
Employees1
Clients400
DateJan 2012
Total AUM$80M
Discretionary$55M
Non-Disc.$25M
Employees1
Clients400
DateMay 2011
Total AUM$53.7M
Discretionary$53.2M
Non-Disc.$500K
Employees5
Clients--
DateApr 2011
Total AUM$53.7M
Discretionary$53.2M
Non-Disc.$500K
Employees5
Clients--
DateMar 2011
Total AUM$53.7M
Discretionary$53.2M
Non-Disc.$500K
Employees5
Clients--
DateJan 2011
Total AUM$30.4M
Discretionary$0
Non-Disc.$30.4M
Employees5
Clients--
DateAug 2010
Total AUM$30.4M
Discretionary$0
Non-Disc.$30.4M
Employees5
Clients--
DateAug 2010
Total AUM$30.4M
Discretionary$0
Non-Disc.$30.4M
Employees5
Clients--