MAIN STREET RETIREMENT PLANNING, LLC
CRD #313051 SEC #801-122041 COPPELL, TX 972-393-0376
SEC Registered
Total AUM
$694.6M
Discretionary
$694.6M
Employees
3
Clients
--
Accounts
2,830
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $694.6M | $694.6M | $0 | 3 | 0 |
| Feb 2025 | $694.6M | $694.6M | $0 | 3 | 0 |
| Jan 2025 | $694.6M | $694.6M | $0 | 3 | 0 |
| Dec 2024 | $613M | $613M | $0 | 3 | 0 |
| Aug 2024 | $613M | $613M | $0 | 3 | 0 |
| Mar 2024 | $613M | $613M | $0 | 3 | 0 |
| Feb 2024 | $613M | $613M | $0 | 3 | 0 |
| Dec 2023 | $582.1M | $582.1M | $0 | 3 | 0 |
| Feb 2023 | $582.1M | $582.1M | $0 | 3 | 0 |
| Jan 2023 | $582.1M | $582.1M | $0 | 3 | 0 |
| Jan 2023 | $623.9M | $623.9M | $0 | 3 | 0 |
| Jun 2022 | $623.9M | $623.9M | $0 | 3 | 0 |
| Jun 2022 | $623.9M | $623.9M | $0 | 4 | 0 |
| Apr 2022 | $623.9M | $623.9M | $0 | 3 | 0 |
| Feb 2022 | $623.9M | $623.9M | $0 | 3 | 0 |
| Jan 2022 | $650M | $650M | $0 | 3 | 0 |
| Jan 2022 | $650M | $650M | $0 | 3 | 0 |
| Jan 2022 | $650M | $650M | $0 | 3 | 0 |
| Nov 2021 | $650M | $650M | $0 | 3 | 0 |
| Nov 2021 | $650M | $650M | $0 | 7 | 0 |
| Sep 2021 | $601.9M | $601.9M | $0 | 7 | 0 |
| Sep 2021 | $601.9M | $601.9M | $0 | 7 | 0 |
| Jul 2021 | $601.9M | $601.9M | $0 | 7 | 0 |
DateNov 2025
Total AUM$694.6M
Discretionary$694.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$694.6M
Discretionary$694.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2025
Total AUM$694.6M
Discretionary$694.6M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$613M
Discretionary$613M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$613M
Discretionary$613M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$613M
Discretionary$613M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$613M
Discretionary$613M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$582.1M
Discretionary$582.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$582.1M
Discretionary$582.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$582.1M
Discretionary$582.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$623.9M
Discretionary$623.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$650M
Discretionary$650M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$601.9M
Discretionary$601.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$601.9M
Discretionary$601.9M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$601.9M
Discretionary$601.9M
Non-Disc.$0
Employees7
Clients0