Main Street Financial Solutions, LLC
● SEC registered since 2020CRD 305834SEC# 801-117871Newtown, PA
Reg. AUM
$2.51B
Employees
41
Accounts
5,846
Location
Newtown, PA
Main Street Financial Solutions, LLC assets under management
Main Street Financial Solutions, LLC operates as an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2020. It reports $2.5 billion in regulatory assets under management and employs 41 people.
Main Street Financial Solutions, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Robert Danko Control | Managing Member & Chief Executive Officer | 50-75% | 2002 |
| Colin Michael Moors Control | Cco | Under 5% | 2026 |
| Courtney Anne Elliott Control | Chief Operating Officer | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Main Street Financial Solutions, LLC manage?
Main Street Financial Solutions, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does Main Street Financial Solutions, LLC have?
Main Street Financial Solutions, LLC reports 41 employees.
Where is Main Street Financial Solutions, LLC located?
Main Street Financial Solutions, LLC is based in Newtown, PA and has been SEC-registered since 2020.
Does Main Street Financial Solutions, LLC disclose fund performance?
Main Street Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 503 E. Washington Avenue, Suite 1c, Newtown, PA 18940 |
| Phone | 215-259-5021 |
| Fax | 267-364-5410 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1763350 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.51B▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$2.51Bregulatory AUM
Discretionary $2.48BNon-discretionary $33M