| Name | Title | Ownership | Since |
|---|---|---|---|
| Elias Robert Dragon Control | Chief Compliance Officer/Chief Financial Officer/Owner | 50-75% | 2021 |
| Elias Thomas Dragon Irrevocable Trust | Owner | 10-25% | 2021 |
| Jennifer Ann Dragon Control | Chief Operating Officer | Under 5% | 2021 |
Main Street Retirement Planning, LLC reports $694.6 million in regulatory assets under management on its Form ADV.
Main Street Retirement Planning, LLC reports 3 employees.
Main Street Retirement Planning, LLC is based in Coppell, TX and has been SEC-registered since 2021.
Main Street Retirement Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 779 W Main Street, Coppell, TX 75019 |
| Phone | 972-393-0376 |
| Fax | 972-393-0327 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $694.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $694.6M |