M
$48.0M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-03-2024
- Office Locations
- 1
Office Locations
614 Main Street Pineville LA
About Main Street Advisors LLC
Main Street Advisors LLC is a Pineville-based RIA. The firm has been operating for 1 years. Managing $48.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$888.9K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Susan Broussard
Financial Advisor, Manager, Owner
- CRD
- #7801579
- Ownership
- 50% but less than 75%
Available
Available
Available
CLAY STEPHEN COOPER
Owner
- CRD
- #2343815
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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