CRD: 151580
Main Avenue Financial Services, LLC
$101.9M Total AUM
$97.4M Disc. AUM
-- 3Y CAGR
2 Employees
84 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Principal · Vanguard
- Clients
- Retail
- Platforms
- Quantum wave
- Established Date
- 10-20-2009
- Office Locations
- 1
Office Locations
4900 SW Griffith Drive Suite 210 Beaverton OR
About Main Avenue Financial Services, LLC
Main Avenue Financial Services, LLC is an independent, fee-only RIA registered in Oregon, Washington, and Arizona. The firm focuses on retirement planning and broader financial planning for individuals across income and asset levels, delivering objective, fiduciary advice without commission affiliations. Investment implementation is ETF-centric (per reported SMA mix) and commonly custodied at Charles Schwab.
Team overview
-- AVG AGE
$50.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
14.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
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Asset Classes
Foundation radial Fusion catalyst Eagle alpha Alpha wave Pathway timber
Custodian
Beacon
Investment Themes
Prime Bridge unison Delta catalyst
Investment Vehicles
Glacier pathway
Services
Beacon catalyst Peak Vertex Quantum optima Foundation Eagle Alpha vertex Pathway vector
Technology
Peak
Owner & Executives
ANDREW DIBBRILL JAMISON
Chief Executive Officer, Investments Analyst
- CRD
- #3254336
- Ownership
- 75% or more
(268) 370-1256
oak.frontier@meridiancapital.com
in linkedin.com/in/meridian-signal
Showing 1 of 1 owners & executives
Unlock allContacts
J
JEFFREY ADOLPH BLOCH
Associate
- CRD
- #6344640
(295) 217-1769
wave.radial@elementcapital.com
in linkedin.com/in/timber-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,402,397 | -- |
| Non-Discretionary | $4,452,041 | -- |
| Total | $101,854,438 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,854,438
Equity - Exchange:
15.9% Cash:
34.5% Corporate - Investment Grade:
23.9% U.S. Government/Agency:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,033,479,661 | 15.9% |
| Cash | $2,242,455,868 | 34.5% |
| Corporate - Investment Grade | $1,553,469,427 | 23.9% |
| U.S. Government/Agency | $1,670,467,125 | 25.7% |
| Total | $6,499,872,081 | 100.0% |