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 account reviews annually.

Areas of Practice
Tax Planning
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Location

212 W. Route 38, Suite 600, Moorestown, NJ, 08057

3 Advisors at this firm