Mainstreet Advisors, Inc.

Mainstreet Advisors, Inc. (CRD# 159673) is a financial advisory firm headquartered in Parker, CO. They manage $2,266,164 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $323,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO, TX

Financial Advisors at Mainstreet Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Z. Stone
CRD#: 1262684
19751 E Mainstreet, Suite 200, Parker, CO 80138
96
Wealthminder
score

James Stone (CRD# 1262684) is an Investment Advisor Representative working at Mainstreet Advisors, Inc. in Parker, CO and has over 30 years of experience in the finance industry.

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