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Main Street Financial Life Advisors, LLC

Main Street Financial Life Advisors, LLC. CRD 118544

Main Street Financial Life Advisors, LLC logo

CRD: 118544

Main Street Financial Life Advisors, LLC

Moorestown, NJ, 08057
8562343550
www.mainstreetfla.com
$56.9M Total AUM
$56.2M Disc. AUM
-- 3Y CAGR
7 Employees
38 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Crest eagleRidge north +more
Established Date
08-08-2001
Office Locations
1

Office Locations

212 W. Route 38 Suite 600 Moorestown NJ

About Main Street Financial Life Advisors, LLC

Main Street Financial Life Advisors, LLC is a Moorestown, NJ wealth management firm serving individuals and families from early-career through retirement. The team provides financial planning, investment management, tax planning supported by CPAs, and estate planning, with private client services for complex needs. Portfolios commonly use mutual funds and ETFs, and the firm custodies with Charles Schwab. Celebrating 25 years in business.

Team overview

-- AVG AGE
$28.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6 yrs AVG TENURE
7 Employees
2 Advisory Reps
3 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Legacy Vital Vector harbor Unison Beacon Prime vertex Crest value

Client Personas

Vital Vector

Custodian

Legacy catalyst Quantum Delta pioneer Insight value Zenith Capital glacier Pioneer Vector Horizon frontier Delta

Investment Themes

Matrix atlas Signal ember Glacier ridge Oak oak Quantum

Investment Vehicles

Legacy Delta

Platform

Delta Insight bridge Beacon

Services

Horizon wave Focus Bridge Harbor Oak vector Prime Alpha Glacier Vital Matrix radial Beacon harbor Eagle signal Legacy

Technology

Summit Atlas crest Value prime

Owner & Executives

JAMES JOSEPH ROMAN JR.

JAMES JOSEPH ROMAN JR.

CEO, Founder, Senior Wealth Advisor

CRD
#3133090
Ownership
75% or more
(549) 312-7477
value.glacier@quantumcapital.com
in linkedin.com/in/capital-fusion
L

LISA ANN ROMAN

Associate

CRD
--
Ownership
5% but less than 10%
(812) 891-3689
momentum.catalyst@signalcapital.com
in linkedin.com/in/alpha-radial
Z

Zenith beacon

Atlas summit

CRD
#30651
Ownership
19.9%
(677) 260-4079
bridge.quantum@meridiancapital.com
in linkedin.com/in/momentum-eagle

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Contacts

E

ELIZABETH MARIE GAASBECK

--

CRD
#8013083
(564) 610-2947
ember.wave@primecapital.com
in linkedin.com/in/signal-focus

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-29-2019
06-29-2020
03-30-2021
11-08-2022
09-05-2023
Category Assets AVG. Account size
Discretionary $56,186,445 $245,678
Non-Discretionary $681,255 $84,836
Total $56,867,700 $243,822

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Separately Managed Accounts

Total SMA Asset: $56,867,700

$56.9M Total SMA
Equity - Exchange:
17.3%
Public Funds:
18.0%
Cash:
12.8%
Municipal Bonds:
10.2%
Corporate - Investment Grade:
41.7%
Asset class Assets Assets %
Equity - Exchange $624,387,832 17.3%
Public Funds $649,652,079 18.0%
Cash $461,974,812 12.8%
Municipal Bonds $368,136,178 10.2%
Corporate - Investment Grade $1,505,027,316 41.7%
Total $3,609,178,217 100.0%

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