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Main Street Financial Solutions, LLC

● SEC registered since 2020CRD 305834SEC# 801-117871Newtown, PA
Export (members)
Reg. AUM
$2.49B
Employees
41
Accounts
6,091
Location
Newtown, PA

Main Street Financial Solutions, LLC assets under management

Main Street Financial Solutions, LLC operates as an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2020. It reports $2.5 billion in regulatory assets under management and employs 41 people.

Main Street Financial Solutions, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brett Robert Danko ControlManaging Member & Chief Executive Officer50-75%2002
Courtney Anne Elliott ControlChief Operating OfficerUnder 5%2019
Marie Therese Dzelzgalvis ControlChief Financial OfficerUnder 5%2017
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Frequently asked questions

How much does Main Street Financial Solutions, LLC manage?

Main Street Financial Solutions, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.

How many employees does Main Street Financial Solutions, LLC have?

Main Street Financial Solutions, LLC reports 41 employees.

Where is Main Street Financial Solutions, LLC located?

Main Street Financial Solutions, LLC is based in Newtown, PA and has been SEC-registered since 2020.

Does Main Street Financial Solutions, LLC disclose fund performance?

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

Contact & registration

Address503 E. Washington Avenue, Suite 1c, Newtown, PA 18940
Phone215-259-5021
Fax267-364-5410
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1763350
Discloses disciplinary historyNo

Assets under management

Discretionary$2.38B
Non-discretionary$118.9M
Total (RAUM)$2.49B