Main Street Retirement Planning, LLC
Main Street Retirement Planning, LLC is an SEC-registered mass-market adviser in Coppell, TX with $716.6M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Main Street Retirement Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 313051, SEC 801-122041, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $716.6M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Coppell, TX
- Employees
- 3
- Clients
- 1,688
- CRD
- 313051
- Ownership
- DRAGON, ELIAS, ROBERT; Dragon, Jennifer, Ann; KREHEL, MARK, JOSEPH; ELIAS THOMAS DRAGON IRREVOCABLE TRUST; JESSICA MARIE KREHEL IRREVOCABLE TRUST
How much AUM does Main Street Retirement Planning, LLC have?
Main Street Retirement Planning, LLC reported $716.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Main Street Retirement Planning, LLC?
Disclosed owners and executives of Main Street Retirement Planning, LLC include DRAGON, ELIAS, ROBERT, Dragon, Jennifer, Ann, KREHEL, MARK, JOSEPH, ELIAS THOMAS DRAGON IRREVOCABLE TRUST, JESSICA MARIE KREHEL IRREVOCABLE TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.