PPrivate Fund Data Log in Join · $37/mo

Main Street Financial LLC

● SEC registered since 2012CRD 118130SEC# 801-76458Harrison, NY
Export (members)
Reg. AUM
$61.3M
Employees
4
Accounts
264
Location
Harrison, NY

Main Street Financial LLC assets under management

Main Street Financial LLC operates as an SEC-registered investment adviser based in Harrison, NY. The firm has been registered since 2012. It reports $61.3 million in regulatory assets under management and employs 4 people.

Main Street Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
Charles Joseph Benway ControlChief Investment OfficerUnder 5%2024
Jay Donovan McNeill ControlManaging Member And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Main Street Financial LLC manage?

Main Street Financial LLC reports $61.3 million in regulatory assets under management on its Form ADV.

How many employees does Main Street Financial LLC have?

Main Street Financial LLC reports 4 employees.

Where is Main Street Financial LLC located?

Main Street Financial LLC is based in Harrison, NY and has been SEC-registered since 2012.

Does Main Street Financial LLC disclose fund performance?

Main Street Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address550 Mamaroneck Avenue, Suite 402, Harrison, NY 10528
Phone914-698-8303
Fax914-698-0745
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$61.3M
Non-discretionary$0
Total (RAUM)$61.3M