$71.1M Total AUM
$71.1M Disc. AUM
7.0% 3Y CAGR
4 Employees
98 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-2011
- Office Locations
- 1
Office Locations
2500 Westchester AVE Suite 107 Purchase NY
About Main Street Financial
Main Street Financial is a Purchase, NY-based RIA providing integrated tax preparation and planning, financial planning, investment management, and trust & estate planning. Serves retail households including business owners, with portfolios implemented largely via ETFs and custody through Fidelity/NFS.
Team overview
72 AVG AGE
$23.7M AVG AUM / ADVISOR
$725.6K AVG AUM / CLIENT
6.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Summit optima Ember
Client Personas
Vector eagle Momentum momentum
Custodian
Vector glacier Ember ember Value timber Frontier unison Optima ember Legacy
Investment Themes
Catalyst insight Vertex
Investment Vehicles
Pathway vertex
Services
Signal Unison catalyst Bridge Catalyst Crest Delta atlas Prime Summit Focus
Owner & Executives
J
Jay Donovan McNeill
Chief Compliance Officer, Managing Member
- CRD
- #7432060
- Ownership
- 75% or more
(779) 766-6998
focus.pathway@deltacapital.com
in linkedin.com/in/focus-focus
C
CHARLES JOSEPH BENWAY
Chief Investment Officer
- CRD
- #2759047
- Ownership
- Less than 5%
(638) 280-8102
fusion.insight@glaciercapital.com
in linkedin.com/in/beacon-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
L
LEO LUNDY CUNNINGHAM
--
- CRD
- #4702201
(659) 702-3708
harbor.optima@quantumcapital.com
in linkedin.com/in/foundation-peak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,108,570 | $266,324 |
| Non-Discretionary | $0 | -- |
| Total | $71,108,570 | $266,324 |
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Separately Managed Accounts
Total SMA Asset: $71,108,570
Equity - Exchange:
59.6% Cash:
40.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,847,940,392 | 59.6% |
| Cash | $1,252,630,735 | 40.4% |
| Total | $3,100,571,127 | 100.0% |