$2.5B Total AUM
$2.5B Disc. AUM
-- 3Y CAGR
41 Employees
2,148 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2017
- Office Locations
- 25
Office Locations
1100 E. Hector Street Suite 399 Suite 399 PA
155 Pompton Avenue, Suite 108 Verona NJ
204 Courthouse LN Suite 202 Toms River NJ
About Main Street Financial Solutions, LLC
Main Street Financial Solutions is an RIA providing fiduciary financial planning, investment management, and risk management for individuals and business owners, including retirement, tax, insurance, and estate-planning coordination. Portfolios are built via tailored asset allocation using ETFs and mutual funds and monitored with advanced reporting and rebalancing. Team includes 25+ CFP professionals serving clients in 10+ states; custody includes Schwab and Pershing.
Team overview
47 AVG AGE
$71.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.3 yrs AVG TENURE
41 Employees
35 Advisory Reps
29 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Delta Meridian Vector Pioneer Zenith Harbor Prime Unison Prime focus
Client Personas
Focus Peak focus
CRM
Harbor
Custodian
Vector Wave fusion Eagle Bridge frontier Timber vital Frontier radial Unison Legacy Focus
Investment Themes
Ridge Foundation frontier Vital Bridge harbor Value matrix
Investment Vehicles
Zenith wave North vertex
Platform
Atlas Element Atlas wave Crest alpha
Services
Wave Timber Matrix Legacy Momentum Signal Capital delta Bridge Vector signal Value frontier
Owner & Executives
BRETT ROBERT DANKO
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2347783
- Ownership
- 50% but less than 75%
(447) 768-1902
optima.pioneer@summitcapital.com
in linkedin.com/in/zenith-optima
MICHAEL SCOTT MINTER
Chief Investment Officer, Owner
- CRD
- #4392283
- Ownership
- 10% but less than 25%
(325) 389-1200
timber.wave@oakcapital.com
in linkedin.com/in/radial-vector
T
Timber meridian
Summit matrix element
- CRD
- #68043
- Ownership
- 4.7%
(963) 342-5480
crest.alpha@eaglecapital.com
in linkedin.com/in/timber-optima
Showing 2 of 6 owners & executives
Unlock allContacts
J
JAMES J BEVILLE
Partner
- CRD
- #4621795
(754) 740-6249
foundation.harbor@zenithcapital.com
in linkedin.com/in/bridge-vital
J
JASON WAYNE BIRDWELL
--
- CRD
- #3255236
(811) 725-7482
zenith.insight@horizoncapital.com
in linkedin.com/in/bridge-timber
F
Foundation radial
Ridge crest
- CRD
- #29334
(967) 553-1828
summit.beacon@focuscapital.com
in linkedin.com/in/signal-alpha
Showing 2 of 42 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,475,000,000 | $430,136 |
| Non-Discretionary | $33,000,000 | $358,696 |
| Total | $2,508,000,000 | $429,011 |
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Separately Managed Accounts
Total SMA Asset: $2,508,000,000
Public Funds:
8.8% Equity - Exchange:
17.0% Cash:
14.6% U.S. Government/Agency:
8.9% Municipal Bonds:
12.3% Private Funds:
4.6% Other:
16.4% Corporate - Investment Grade:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $784,623,602 | 8.8% |
| Equity - Exchange | $1,515,750,139 | 17.0% |
| Cash | $1,301,761,884 | 14.6% |
| U.S. Government/Agency | $793,539,779 | 8.9% |
| Municipal Bonds | $1,096,689,807 | 12.3% |
| Private Funds | $410,144,155 | 4.6% |
| Other | $1,462,253,076 | 16.4% |
| Corporate - Investment Grade | $1,551,414,849 | 17.4% |
| Total | $8,916,177,291 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT VERTEX TIMBER | RADIAL ATLAS | EM62X4KVT | JQO | 0.67% | $88,616,403 |
| RADIAL ALPHA | PATHWAY EMBER | 1VMMVTFFD | OQIA | 2.34% | $20,456,491 |
| OPTIMA VITAL RADIAL | PATHWAY ATLAS | 89II5CHRF | MMO | 8.54% | $81,171,325 |
| ALPHA VECTOR | OPTIMA FUSION | ZGV2MK1AI | IPE | 4.83% | $77,223,210 |
| MERIDIAN HARBOR CAPITAL | GLACIER FOUNDATION | EU39TRCON | OYY | 5.86% | $67,922,111 |
| VERTEX FRONTIER | NORTH DELTA | L2ZD2B48R | TZLOT | 4.33% | $79,692,079 |
| HORIZON PIONEER FOUNDATION | OAK OAK | 850WZJSY1 | MQI | 1.32% | $80,162,830 |
| FUSION BEACON RIDGE | VITAL FOCUS | W4XDOB77I | HYCY | 8.41% | $68,260,466 |