Main Street Financial Solutions is an investment advisor in Newtown with $1.57 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
331011940
SEC advisor number
801-117871
FINRA CRD number
305834
AUM ?
$1.58 bn
(as of 15 Jan 24)
Accounts
5,424
(as of 15 Jan 24)
Employees
41
(29 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22