CRD: 308095
Main Street Financial Advisory LLC
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Vital optima
- Established Date
- 05-28-2020
- Office Locations
- 1
Office Locations
About Main Street Financial Advisory LLC
Main Street Financial Advisory LLC is a Massachusetts-based RIA and fiduciary offering fee-only, comprehensive financial planning paired with disciplined investing (investment management is not a stand-alone service). The firm serves young families through retirees with budgeting, tax and retirement planning, risk-based allocation changes, and estate/insurance coordination, and advises nonprofits by creating investment policy statements and educating boards to reduce liability.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Patrick Brookman McCoy
Chief Compliance Officer, Managing Member, President
- CRD
- #4541635
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,790,000 | -- |
| Non-Discretionary | $3,124,000 | -- |
| Total | $35,914,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,914,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,005,632,248 | 39.6% |
| Public Funds | $1,328,246,574 | 17.5% |
| Cash | $3,256,101,602 | 42.9% |
| Total | $7,589,980,424 | 100.0% |