Unclaimed Profile

Charito Arroyo Mittelman

MAIN STREET RESEARCH LLC·SAUSALITO, California

Clean recordMAIN STREET RESEARCH LLC

30 LIBERTY SHIP WAY, SAUSALITO, CA 94965CRD# 5900018Firm CRD# 114629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charito Arroyo Mittelman · SAUSALITO, CA

Registration

CRD #5900018 · MAIN STREET RESEARCH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MAIN STREET RESEARCH LLC

AUM

$1.8B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5900018

Firm CRD# 114629

View on FINRA BrokerCheck →

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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.

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