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Mainsail Financial Group, LLC

● SEC registered since 2022CRD 317970SEC# 801-123307Bellevue, WA
Export (members)
Reg. AUM
$268.2M
Employees
13
Accounts
892
Location
Bellevue, WA

Mainsail Financial Group, LLC assets under management

Mainsail Financial Group, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2022. It reports $268.2 million in regulatory assets under management and employs 13 people.
twitter.com/mainsailfgView on SEC.gov ↗

Mainsail Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Michael Laibson ControlCfo, Cco, Founder, And Director Of Operations50-75%2018
Brandon Lee Steele ControlCeo, Founder, And Director Of Business Development50-75%2018

Frequently asked questions

How much does Mainsail Financial Group, LLC manage?

Mainsail Financial Group, LLC reports $268.2 million in regulatory assets under management on its Form ADV.

How many employees does Mainsail Financial Group, LLC have?

Mainsail Financial Group, LLC reports 13 employees.

Where is Mainsail Financial Group, LLC located?

Mainsail Financial Group, LLC is based in Bellevue, WA and has been SEC-registered since 2022.

Does Mainsail Financial Group, LLC disclose fund performance?

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

Contact & registration

Address11245 SE 6th Street, Suite 140, Bellevue, WA 98004
Phone(425) 502-7693
Office hours9a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$231.7M
Non-discretionary$36.5M
Total (RAUM)$268.2M