AdvisorOS Directory
Claim Profile
CM

Charito Arroyo Mittelman

MAIN STREET RESEARCH LLC·SAUSALITO, California
Unclaimed Profile
30 LIBERTY SHIP WAY, SAUSALITO, CA 94965CRD# 5900018Firm CRD# 114629
01

About

Charito Arroyo Mittelman is a registered financial advisor based in SAUSALITO, California, affiliated with MAIN STREET RESEARCH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MAIN STREET RESEARCH LLC
MAIN STREET RESEARCH LLC
AUM
$1.8B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MAIN STREET RESEARCH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5900018
Firm CRD# 114629
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAUSALITO?

Browse all registered financial advisors in SAUSALITO, California or claim this profile if it's yours.

Browse SAUSALITO AdvisorsAre you this advisor? Claim profile

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 Charito Arroyo Mittelman offer?
Charito Arroyo Mittelman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAUSALITO, California for a consultation.
What are Charito Arroyo Mittelman's credentials?
Charito Arroyo Mittelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charito Arroyo Mittelman located?
Charito Arroyo Mittelman is based in SAUSALITO, California, working with MAIN STREET RESEARCH LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Charito Arroyo Mittelman charge for services?
Charito Arroyo Mittelman'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 MAIN STREET RESEARCH LLC?
MAIN STREET RESEARCH LLC has approximately 21 employees and manages $1.8B 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 →
Other advisors in SAUSALITO
Garrett Nicholas Paul — SEAFRONT CAPITAL PARTNERS LLCPaul Solli — APERIO GROUP, LLCPatrick Geddes — APERIO GROUP, LLCRobert Newman — APERIO GROUP, LLCTamra Ann Stern — MAIN STREET RESEARCH LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile