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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Matrix signal
- Established Date
- 12-14-2018
- Office Locations
- 1
Office Locations
About Main Street Investors, LLC
Main Street Investors, LLC partners with Matson Money to deliver investor education and planning guidance rooted in disciplined, long-term decision-making. The firm serves individuals—from financial novices to experienced investors—helping clarify goals and build prudent investing habits. A differentiator is its “American Dream Experience” group workshop focused on the empirical and behavioral drivers of wealth creation. Uses Pershing custody.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN H STARK
Chief Compliance Officer
- CRD
- #2140069
- Ownership
- 50% but less than 75%
CHARLES YOUREE JR
--
- CRD
- #1904601
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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HAROLD WAYNE ROE
--
- CRD
- #3217181
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $31,424,870 | -- |
| Total | $31,424,870 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,424,870
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $7,898,692,934 | 100.0% |
| Total | $7,898,692,934 | 100.0% |