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Tamra Ann Stern

MAIN STREET RESEARCH LLC·SAUSALITO, California
Unclaimed Profile
30 LIBERTY SHIP WAY, SAUSALITO, CA 94965CRD# 4449509Firm CRD# 114629
01

About

Tamra Ann Stern 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# 4449509
Firm CRD# 114629
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tamra Ann Stern offer?
Tamra Ann Stern specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAUSALITO, California for a consultation.
What are Tamra Ann Stern's credentials?
Tamra Ann Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tamra Ann Stern located?
Tamra Ann Stern 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 Tamra Ann Stern charge for services?
Tamra Ann Stern'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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Other advisors in SAUSALITO
Paul Solli — APERIO GROUP, LLCPatrick Geddes — APERIO GROUP, LLCRobert Newman — APERIO GROUP, LLCGuy Arthur Lampard — APERIO GROUP, LLCGarrett Nicholas Paul — SEAFRONT CAPITAL PARTNERS 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
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