M
$15.6M Total AUM
$15.1M Disc. AUM
-- 3Y CAGR
3 Employees
167 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2016
- Office Locations
- 1
Office Locations
151 North Main Street Suite 405 NEW City NY
About Main Street Asset Management LLC
Main Street Asset Management LLC is a NEW City-based RIA. The firm has been operating for 10 years. Managing $15.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
39 AVG AGE
$15.6M AVG AUM / ADVISOR
$93.6K AVG AUM / CLIENT
2.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Beacon North catalyst Focus
Investment Themes
Glacier Unison oak North
Investment Vehicles
Legacy matrix Ember legacy
Services
Element quantum Atlas Zenith Meridian Radial unison Harbor summit Horizon zenith
Owner & Executives
E
ERGUIS MERTIRI
Chief Compliance Officer, President
- CRD
- #4944581
- Ownership
- 75% or more
(484) 508-5828
harbor.signal@atlascapital.com
in linkedin.com/in/focus-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,138,000 | -- |
| Non-Discretionary | $500,000 | -- |
| Total | $15,638,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,638,000
Equity - Exchange:
27.4% Equity - OTC:
36.1% Cash:
36.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,255,787,900 | 27.4% |
| Equity - OTC | $2,972,041,722 | 36.1% |
| Cash | $3,004,972,933 | 36.5% |
| Total | $8,232,802,555 | 100.0% |