M
$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- Element
- Established Date
- 03-27-2013
- Office Locations
- 1
Office Locations
-- Kansas City MO
About Main Street Investments
Main Street Investments is a Missouri-based RIA focused on the intersection of investment management and tax planning, helping heartland individuals and business owners improve after-tax results through disciplined asset allocation, asset location, and tax-efficient portfolio construction. The firm delivers digital, in-person, or hybrid advice and primarily implements portfolios with ETFs (custodied at Schwab).
Team overview
47 AVG AGE
$9.3M AVG AUM / ADVISOR
$310.5K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Vertex Wave
Client Personas
Frontier alpha
Custodian
Radial value Catalyst focus Bridge momentum
Investment Themes
Delta Ridge harbor Wave
Investment Vehicles
Oak
Services
Timber Peak delta Horizon summit Oak Legacy pioneer Pathway North crest Legacy signal
Technology
Bridge
Owner & Executives
M
MATHEW M DAHLBERG
President, Wealth Manager
- CRD
- #6065607
- Ownership
- 75% or more
(561) 282-6919
pathway.vector@foundationcapital.com
in linkedin.com/in/value-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,314,236 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,314,236 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,314,236
Equity - Exchange:
21.7% Cash:
11.1% Municipal Bonds:
18.8% Corporate - Investment Grade:
9.7% Public Funds:
16.9% U.S. Government/Agency:
21.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $400,523,369 | 21.7% |
| Cash | $204,876,009 | 11.1% |
| Municipal Bonds | $346,997,204 | 18.8% |
| Corporate - Investment Grade | $179,035,791 | 9.7% |
| Public Funds | $311,928,338 | 16.9% |
| U.S. Government/Agency | $402,369,098 | 21.8% |
| Total | $1,845,729,809 | 100.0% |