$86.4M Total AUM
$86.4M Disc. AUM
-- 3Y CAGR
2 Employees
189 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2018
- Office Locations
- 1
Office Locations
747 Washington Street Holliston MA
About Main Effort Financial, Inc.
Main Effort Financial is a Holliston, MA RIA focused on retirement-centric financial planning, college planning, and purpose-built portfolio management. The firm builds customized, goals-based portfolios and uses a synchronized approach that incorporates held-away accounts. Investment use includes ETFs alongside core fixed income; custody includes Charles Schwab.
Team overview
54 AVG AGE
$86.4M AVG AUM / ADVISOR
$457.1K AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
JOHN PATRICK DROHAN JR.
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #4362517
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,397,395 | -- |
| Non-Discretionary | $0 | -- |
| Total | $86,397,395 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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