Claim Profile
WG

William Rudolph Gernert

MAINSTREAM INVESTMENT ADVISERS LLC·NEW ALBANY, Indiana
Unclaimed Profile
101 WEST SPRING STREET, NEW ALBANY, IN 47150CRD# 4379449Firm CRD# 111981
01

About

William Rudolph Gernert is a registered financial advisor based in NEW ALBANY, Indiana, affiliated with MAINSTREAM INVESTMENT ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MAINSTREAM INVESTMENT ADVISERS LLC
MAINSTREAM INVESTMENT ADVISERS LLC
AUM
$233M
Regulatory assets under management
Employees
8
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4379449
Firm CRD# 111981
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW ALBANY?

Browse all registered financial advisors in NEW ALBANY, Indiana or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Rudolph Gernert offer?
William Rudolph Gernert specializes in Investment Management, Retirement Planning. Contact their office in NEW ALBANY, Indiana for a consultation.
What are William Rudolph Gernert's credentials?
William Rudolph Gernert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Rudolph Gernert located?
William Rudolph Gernert is based in NEW ALBANY, Indiana, working with MAINSTREAM INVESTMENT ADVISERS LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.
How does William Rudolph Gernert charge for services?
William Rudolph Gernert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAINSTREAM INVESTMENT ADVISERS LLC?
MAINSTREAM INVESTMENT ADVISERS LLC has approximately 8 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty