MAIN STREET RESEARCH LLC

LAKEVILLE, Connecticut·6 registered advisors·CRD# 114629
SEC# 801-577393860.435.2350
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MAIN STREET RESEARCH LLC

6 registered advisors
Aaron Michael Stern
LAKEVILLE, Connecticut
Benjamin B Armellini
LAKEVILLE, Connecticut
Charito Arroyo Mittelman
SAUSALITO, California
James Edmund Demmert
LAKEVILLE, Connecticut
Natalie Elaine Mcmahon
LAKEVILLE, Connecticut
Tamra Ann Stern
SAUSALITO, California
05

Office Locations

LAKEVILLE, Connecticut
4 advisors
SAUSALITO, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MAIN STREET RESEARCH LLC (CRD# 114629) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.