Main Street Asset Managment

Main Street Asset Managment (CRD# 149610) is a financial advisory firm headquartered in Sherman, TX. They manage $4,700,000 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $92,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Main Street Asset Managment
Showing 1 - 3 of 3 top financial advisors.
1
Thomas K. Boothe
CRD#: 5643119
2907 Overland Trail, Ste. 300, Sherman, TX 79092
93
Wealthminder
score

Thomas Boothe (CRD# 5643119) is an Investment Advisor Representative working at Main Street Asset Managment in Sherman, TX and has over 7 years of experience in the finance industry.

2
Philip L. McKinney
CRD#: 4517309
2907 Overland Trail, Ste. 300, Sherman, TX 79092
93
Wealthminder
score

Philip McKinney (CRD# 4517309) is an Investment Advisor Representative working at Main Street Asset Managment in Sherman, TX and has over 14 years of experience in the finance industry.

3
Jay A. Smith
CRD#: 6390585
4708 Fm 1417, Sherman, TX 75092
88
Wealthminder
score

Jay Smith (CRD# 6390585) is an Investment Advisor Representative working at Main Street Asset Managment in Sherman, TX and has over 2 years of experience in the finance industry.

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