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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-06-2025
- Office Locations
- 1
Office Locations
About Main Street Financial Group LLC
Mainstreet Financial Group is an Atlanta-based RIA providing coordinated wealth management and financial planning for individuals and families, including a dedicated focus on federal employees. Its PLAN Success Cycle and Wealth CheckPoints cover investment, retirement, tax, legacy, and risk management planning, with portfolio construction guided by yield/protection/balance/growth and disciplined rebalancing. Client accounts are supported through major custodians such as Schwab and Fidelity.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
RUTH DENISE GOLDSTEIN
Chief Compliance Officer, Managing Member
- CRD
- #5096037
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AHRON SHLOMO GOLDING
--
- CRD
- #8169479
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,266,680 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,266,680 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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