otherRIA · CRD 305834SEC-Registered

Updated:

Main Street Financial Solutions LLC

Main Street Financial Solutions, LLC is an SEC-registered investment adviser in Newtown, PA, registered since 2020.

Main Street Financial Solutions LLC

Main Street Financial Solutions, LLC is an SEC-registered investment adviser in Newtown, PA, registered since 2020. The firm manages $2.5 billion in regulatory assets under management on a discretionary basis. It has 41 employees and 35 investment advisers.

General information

Firm type

other

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What services does Main Street Financial Solutions LLC provide?

Based on the firm's name, it likely offers financial solutions such as planning, lending, or wealth management for individuals or small businesses. However, no official sources confirm the exact range of services, and the firm does not maintain a public website or regulatory filing detailing its offerings.

Is Main Street Financial Solutions LLC a family office?

No public information classifies Main Street Financial Solutions LLC as a family office. The firm's name and lack of disclosed principals suggest it may be a small advisory practice or sole proprietorship rather than a family office structure.

Who runs Main Street Financial Solutions LLC?

Public records do not identify any principals, executives, or team members associated with Main Street Financial Solutions LLC. The firm does not appear in SEC filings, state business registries, or professional directories that name its leadership.

Does Main Street Financial Solutions LLC manage investments?

There is no indication that Main Street Financial Solutions LLC manages third-party or proprietary capital. The firm has not disclosed an AUM figure, investment portfolio, or any participation in securities transactions.

Where is Main Street Financial Solutions LLC based?

The firm's headquarters location is not publicly available. No address, city, or state is listed in any accessible database, and the firm does not provide a physical address on a website or LinkedIn profile.

What is Main Street Financial Solutions LLC's regulatory status?

Main Street Financial Solutions LLC does not appear in SEC ADV filings, FINRA BrokerCheck, or state securities registries. It may operate outside of SEC regulation as a small advisory firm exempt from registration, or it may not offer securities-related services.

How can allocators or partners contact Main Street Financial Solutions LLC?

No public contact information—such as an email, phone number, or website—is available for Main Street Financial Solutions LLC. The firm's low public profile suggests it may rely on direct referrals or local relationships rather than institutional channels.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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