MAIN STREET FINANCIAL SOLUTIONS, LLC
CRD #305834 SEC #801-117871 NEWTOWN, PA 215-259-5021
SEC Registered
Total AUM
$2.5B
Discretionary
$2.4B
Employees
41
Clients
11
Accounts
6,091
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.5B | $2.4B | $118.9M | 41 | 37 |
| Sep 2025 | $2.5B | $2.4B | $118.9M | 41 | 37 |
| Aug 2025 | $2.5B | $2.4B | $118.9M | 41 | 37 |
| Jun 2025 | $2.5B | $2.4B | $118.9M | 41 | 37 |
| Mar 2025 | $2.5B | $2.4B | $118.9M | 41 | 37 |
| Sep 2024 | $1.8B | $1.7B | $32.5M | 41 | 37 |
| May 2024 | $1.8B | $1.7B | $32.5M | 41 | 37 |
| Mar 2024 | $1.8B | $1.7B | $32.5M | 41 | 37 |
| Jan 2024 | $1.6B | $1.5B | $34.3M | 41 | 14 |
| Oct 2023 | $1.6B | $1.5B | $34.3M | 41 | 14 |
| Sep 2023 | $1.6B | $1.5B | $34.3M | 41 | 14 |
| Jul 2023 | $1.6B | $1.5B | $34.3M | 41 | 14 |
| Mar 2023 | $1.6B | $1.5B | $34.3M | 41 | 14 |
| Apr 2022 | $1.6B | $1.5B | $22.4M | 27 | 11 |
| Mar 2022 | $1.6B | $1.5B | $22.4M | 24 | 11 |
| Mar 2021 | $1.4B | $1.4B | $19M | 27 | 18 |
| Dec 2020 | $1.1B | $1.1B | $12.4M | 24 | 22 |
| Jun 2020 | $1.1B | $1.1B | $12.4M | 24 | 22 |
| May 2020 | $1.1B | $1.1B | $12.4M | 24 | 22 |
| Mar 2020 | $1.1B | $1.1B | $12.4M | 24 | 22 |
| Jan 2020 | $902.5M | $792.4M | $110.1M | 23 | 15 |
| Nov 2019 | $902.5M | $792.4M | $110.1M | 23 | 15 |
DateDec 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$118.9M
Employees41
Clients37
DateSep 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$118.9M
Employees41
Clients37
DateAug 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$118.9M
Employees41
Clients37
DateJun 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$118.9M
Employees41
Clients37
DateMar 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$118.9M
Employees41
Clients37
DateSep 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$32.5M
Employees41
Clients37
DateMay 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$32.5M
Employees41
Clients37
DateMar 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$32.5M
Employees41
Clients37
DateJan 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$34.3M
Employees41
Clients14
DateOct 2023
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$34.3M
Employees41
Clients14
DateSep 2023
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$34.3M
Employees41
Clients14
DateJul 2023
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$34.3M
Employees41
Clients14
DateMar 2023
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$34.3M
Employees41
Clients14
DateApr 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$22.4M
Employees27
Clients11
DateMar 2022
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$22.4M
Employees24
Clients11
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$19M
Employees27
Clients18
DateDec 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.4M
Employees24
Clients22
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.4M
Employees24
Clients22
DateMay 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.4M
Employees24
Clients22
DateMar 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$12.4M
Employees24
Clients22
DateJan 2020
Total AUM$902.5M
Discretionary$792.4M
Non-Disc.$110.1M
Employees23
Clients15
DateNov 2019
Total AUM$902.5M
Discretionary$792.4M
Non-Disc.$110.1M
Employees23
Clients15