Mainstreet Asset Management, LLC

Mainstreet Asset Management, LLC (CRD# 147516) is a financial advisory firm headquartered in Anaheim, CA. They manage $250,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $62,500
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA

Financial Advisors at Mainstreet Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John M. Tan
CRD#: 3129797
1100 N. Tustin Ave, Suite 105, Anaheim, CA 92807
93
Wealthminder
score

John Tan (CRD# 3129797) is an Investment Advisor Representative working at Mainstreet Asset Management, LLC in Anaheim, CA and has over 18 years of experience in the finance industry.

2
Keith D. Weinbaum
CRD#: 4293482
1100 N. Tustin Ave, Suite 105, Anaheim, CA 92807
93
Wealthminder
score

Keith Weinbaum (CRD# 4293482) is an Investment Advisor Representative working at Mainstreet Asset Management, LLC in Anaheim, CA and has over 15 years of experience in the finance industry.

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