Investment adviser · CRD 164106

MAIN STREET FINANCIAL

Investment adviser filing (IA)

MAIN STREET FINANCIAL MANAGEMENT LLC

CHICAGO, IL, United States · Form ADV filed Mar 28, 2016

Regulatory AUM
$268M
Form ADV · Item 5.F
Client accounts
24
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Fixed · Commissions

Principal office

333 W. WACKER DRIVE, SUITE 2070
CHICAGO, IL, 60606, United States

CRD 164106

Filing source

Form ADV 1002157 · Mar 28, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.