Main Street Financial Life Advisors, LLC
Main Street Financial Life Advisors, LLC (CRD# 118544) is a financial advisory firm headquartered in Moorestown, NJ. They manage $55,593,913 in 178 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Main Street Financial Life Advisors, LLC
By the Numbers
-
Total Assets Under Management56MILLION
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Total Number of Accounts178ACCOUNTS
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Average Account Value$312,325
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Main Street Financial Life Advisors, LLC
1
Matthew Kulpa (CRD# 6012145) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 12 years of experience in the finance industry.
2
James Roman (CRD# 3133090) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 24 years of experience in the finance industry.
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