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Main Point Advisors Inc. (Philadelphia)


Main Point Advisors Inc. is an investment adviser to an investment company based in Philadelphia. It manages $76.39 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Pennsylvania.

Main Point Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Main Point Advisors: assets under management

The assets under management (AUM) of Main Point Advisors Inc. is $76.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 191% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $76.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.39 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Main Point Advisors Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Steven Taylor Grant Shareholder 1 May 2007 25% - 50% 826826
Colene Elizabeth Bittone Shareholder 1 May 2007 Other 4346206
Brendan M Clark Shareholder 1 May 2007 Other 4930585
Kieran Sean Clark Shareholder 1 May 2007 Other 2439549
Denise Clark Williams Shareholder 1 May 2007 Other 2293340
Harry Joseph Clark Ceo, president, director 1 Jun 2007 25% - 50% 47573

Based in Philadelphia

The principal office where Main Point Advisors Inc. performs its advisory services is located at One Liberty Place, 53 Rd Fl., Philadelphia, PA 19103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-563-4183 or by fax 610-672-9872. The normal business hours are 9am -5am on Monday - Friday.


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