MAIN STREET FINANCIAL ADVISORY LLC

MAIN STREET FINANCIAL ADVISORY LLC of WEST NEWBURY, MA is an SEC-registered investment adviser (CRD 308095). Regulatory assets under management: $35.9M.

Registration

• CRD: 308095
• Type: Registered investment adviser
• Location: 291 MAIN STREET, WEST NEWBURY, MA, 01985
• Phone: (617) 797-4916
• Latest filing: 2026-03-20
• Regulatory AUM: $35.9M
• Discretionary AUM: $32.8M
• Non-discretionary AUM: $3.1M
• Clients: 2
• Accounts: 160

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308095 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search