Main Street Financial Life Advisors, LLC
Assets Under Management
$57.0M
Number of Clients
45
Number of Advisors
3
Average Client AUM
$1.3M
AUM per Advisor
$19.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Main Street Financial Life Advisors, LLC provides investment advisory and supervisory services. The firm's Chief Compliance Officer oversees the activities of supervised persons, monitors accounts, and conducts annual account reviews. They also have relationships with Carson Partners and Roman & Kulpa, LLC.
Fee Structure
This document does not contain any fee information. Please refer to Main Street Financial Life Advisors, LLC's brochure for fee details.
Areas of Practice
Investment Management
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Location
212 W. Route 38, Suite 600, Moorestown, NJ, 08057