Dakota
Dakota
Book a Demo
Talk to an Expert

Main Street Asset Management LLC

EST. AUM
$15,638,000

CONTACTS
1

CLIENT ACCOUNTS
190

Firm Details

Metro area New York City
CRD Number 281694
Website msamllc.com
Client types

Overview

Main Street Asset Management LLC is a registered investment adviser founded in 2010 and headquartered in New City, New York. The firm provides discretionary and non-discretionary portfolio management services, developing tailored Investment Policy Statements for each client based on their goals, income, tax situation, and risk tolerance. Its services include investment strategy, asset allocation, portfolio monitoring, and rebalancing, with an emphasis on fair and equitable allocation of opportunities across clients. The firm also offers comprehensive financial planning services covering retirement, tax, insurance, college, and debt planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy