AdvisorOS Directory
Claim Profile
JD

James Edmund Demmert

MAIN STREET RESEARCH LLC·LAKEVILLE, Connecticut
Unclaimed Profile
342 MAIN STREET, LAKEVILLE, CT 06039CRD# 1576146Firm CRD# 114629
01

About

James Edmund Demmert is a registered financial advisor based in LAKEVILLE, Connecticut, 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# 1576146
Firm CRD# 114629
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LAKEVILLE?

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

Browse LAKEVILLE 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 James Edmund Demmert offer?
James Edmund Demmert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEVILLE, Connecticut for a consultation.
What are James Edmund Demmert's credentials?
James Edmund Demmert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edmund Demmert located?
James Edmund Demmert is based in LAKEVILLE, Connecticut, working with MAIN STREET RESEARCH LLC. Their office serves clients in the LAKEVILLE metropolitan area and surrounding communities.
How does James Edmund Demmert charge for services?
James Edmund Demmert'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 LAKEVILLE
Benjamin B Armellini — MAIN STREET RESEARCH LLCAaron Michael Stern — MAIN STREET RESEARCH LLCNatalie Elaine Mcmahon — MAIN STREET RESEARCH LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile