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Main Street Financial Solutions, LLC

EST. AUM
$2,508,000,000

CONTACTS
33

CLIENT ACCOUNTS
5,846

Firm Details

Metro area Philadelphia
CRD Number 305834
Website msfsolutions.com
Client types

Overview

Main Street Financial Solutions, LLC is a Pennsylvania-domiciled registered investment adviser, founded in 2002 and registered as an RIA in 2009. The firm provides a comprehensive suite of wealth management services, including financial planning, investment management, retirement plan consulting, and alternative investment access. As a fiduciary adviser, it tailors portfolios to client objectives, allocating assets across mutual funds, ETFs, individual securities, options, and independent managers. It also integrates third-party alternative investment platforms (CAIS and iCapital) to provide clients with exposure to private equity and hedge funds. As of year-end 2024, the firm managed approximately $2.49 billion in assets.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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