Main Street Financial Life Advisors, LLC
Main Street Financial Life Advisors, LLC is an SEC-registered ria with $63.4M assets under management (AUM, regulatory AUM), -39% over one year. See who owns Main Street Financial Life Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118544, data through 2023-09-06.
- AUM (assets under management / regulatory AUM)
- $63.4M (2023-09-06)
- Firm type
- Ria
- Employees
- 6
- Clients
- 56
- CRD
- 118544
- Ownership
- ROMAN, JAMES, JOSEPH; DINON, GERARD, MARK; DINON, LISA, ANN; ZOOK, JOHN, DAVID; GESSNER, STEPHEN, PETER
How much AUM does Main Street Financial Life Advisors, LLC have?
Main Street Financial Life Advisors, LLC reported $63.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-09-06).
Who owns Main Street Financial Life Advisors, LLC?
Disclosed owners and executives of Main Street Financial Life Advisors, LLC include ROMAN, JAMES, JOSEPH, DINON, GERARD, MARK, DINON, LISA, ANN, ZOOK, JOHN, DAVID, GESSNER, STEPHEN, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.