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MainStreet Advisors

EST. AUM
$5,855,906,939

CONTACTS
17

CLIENT ACCOUNTS
5,636

Firm Details

Metro area Chicago
CRD Number 146615
Website mainstreetadv.com
Client types

Overview

MainStreet Advisors is an $5B RIA in Chicago, IL. More recently they merged with MB Financial, a leading regional bank within the Chicago/Midwest Area. Tom McKinstry is the Director of Research for MainStreet Advisors. He is supported by Dan Kupiec, who is the lead on equities. They do work with a lot of regional banks specifically Bank of Jackson Hole. They need to see at least $250M and 3-years in the strategy prior to on-boarding the fund for underlying use. They have an approved list as well as models they create for their clients.

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Alternative Activity

Address

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

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