M
CRD: 111736
Main Street Management Company
Aquebogue, NY, 11931
6316530333
$51.8M Total AUM
$39.5M Disc. AUM
-- 3Y CAGR
2 Employees
112 ADV. Clients
39 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1986
- Office Locations
- 1
Office Locations
711 Union Avenue Aquebogue NY
About Main Street Management Company
Main Street Management Company is a Aquebogue-based RIA. The firm has been operating for 39 years. Managing $51.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$25.9M AVG AUM / ADVISOR
$462.5K AVG AUM / CLIENT
21.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
Beacon foundation Timber atlas
Client Personas
Bridge peak
Investment Themes
Harbor Summit
Investment Vehicles
North value
Platform
Meridian
Services
Beacon Horizon crest Harbor ember Crest vital Radial Harbor
Owner & Executives
W
WILLIAM EDWARD HAYEK
President
- CRD
- #1523209
- Ownership
- 75% or more
(295) 701-3884
beacon.oak@horizoncapital.com
in linkedin.com/in/glacier-vital
KEITH JOSEPH FURIO
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #4869341
- Ownership
- Less than 5%
(268) 734-6900
north.foundation@optimacapital.com
in linkedin.com/in/ridge-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,530,673 | $362,667 |
| Non-Discretionary | $12,269,907 | $4,089,969 |
| Total | $51,800,580 | $462,505 |
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Separately Managed Accounts
Total SMA Asset: $51,800,580
Equity - Exchange:
16.6% Public Funds:
31.1% Cash:
15.5% Municipal Bonds:
8.0% Private Funds:
14.8% U.S. Government/Agency:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $845,038,008 | 16.6% |
| Public Funds | $1,583,173,617 | 31.1% |
| Cash | $789,041,513 | 15.5% |
| Municipal Bonds | $407,247,233 | 8.0% |
| Private Funds | $753,407,380 | 14.8% |
| U.S. Government/Agency | $712,682,657 | 14.0% |
| Total | $5,090,590,408 | 100.0% |