M
CRD: 132141
Main Street Financial Advisors
Justin, TX
8173007526
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-05-2004
- Office Locations
- 1
Office Locations
-- Justin TX
About Main Street Financial Advisors
Main Street Financial Advisors is a Justin-based RIA. The firm has been operating for 21 years. Managing $4.5M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
61 AVG AGE
$4.5M AVG AUM / ADVISOR
$318.8K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Premium access reveals conviction themes in unison insight prime.
Premium access reveals conviction themes in beacon wave.
Full visibility includes strategy notes for harbor ember.
Open the full profile to inspect shifts in pathway ridge.
Unlock to compare peer behavior around legacy eagle.
Unlock to see real insight on timber optima vital.
See the complete signal summary connected to focus bridge.
Full visibility includes strategy notes for crest eagle foundation.
Asset Classes
North Ember vector Vital ridge
Investment Themes
Vector Zenith legacy
Investment Vehicles
Timber crest
Services
Vector Pioneer Ridge Ridge bridge Vector Ember radial
Owner & Executives
S
STEVEN MARK MITCHELL
--
- CRD
- #1492553
- Ownership
- 75% or more
(601) 390-1866
vital.ember@optimacapital.com
in linkedin.com/in/meridian-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,463,267 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,463,267 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,463,267
Equity - Exchange:
11.2% Public Funds:
21.5% Cash:
45.9% Corporate - Investment Grade:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $928,169,463 | 11.2% |
| Public Funds | $1,781,753,879 | 21.5% |
| Cash | $3,803,837,351 | 45.9% |
| Corporate - Investment Grade | $1,773,466,651 | 21.4% |
| Total | $8,287,227,344 | 100.0% |