Main Street Financial
Main Street Financial is an SEC-registered ria in Purchase, NY with $71.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Main Street Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118130, SEC 801-76458, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $71.1M (2026-02-10)
- Firm type
- Ria
- Location
- Purchase, NY
- Employees
- 4
- Clients
- 98
- CRD
- 118130
- Ownership
- BENWAY, CHARLES, JOSEPH; McNeill, Jay, Donovan
How much AUM does Main Street Financial have?
Main Street Financial reported $71.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Main Street Financial?
Disclosed owners and executives of Main Street Financial include BENWAY, CHARLES, JOSEPH, McNeill, Jay, Donovan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.