Main Street Research LLC

Main Street Research LLC (CRD# 114629) is a financial advisory firm headquartered in Sausalito, CA. They manage $651,487,433 in 1,523 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    651
    MILLION
  • Total Number of Accounts
    1,523
    ACCOUNTS
  • Average Account Value
    $427,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, HI, LA, MA, MO, NC, NV, NY, OR, TX, WA

Financial Advisors at Main Street Research LLC
Showing 1 - 6 of 6 top financial advisors.
1
James E. Demmert
CRD#: 1576146
30 Liberty Ship Way, Suite 3330, Sausalito, CA 94965
93
Wealthminder
score

James Demmert (CRD# 1576146) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 30 years of experience in the finance industry.

2
Stephanie A. Hawk
CRD#: 6639235
30 Liberty Ship Way, Suite 3330, Sausalito, CA 94965
90
Wealthminder
score

Stephanie Hawk (CRD# 6639235) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has 1 year of experience in the finance industry.

3
Tamra A. Stern
CRD#: 4449509
30 Liberty Ship Way, Suite 3330, Sausalito, CA 94965
90
Wealthminder
score

Tamra Stern (CRD# 4449509) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has 1 year of experience in the finance industry. Tamra Stern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Aaron M. Stern
CRD#: 6423527
30 Liberty Ship Way, Suite 3330, Sausalito, CA 94965
88
Wealthminder
score

Aaron Stern (CRD# 6423527) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 2 years of experience in the finance industry.

5
Benjamin B. Armellini
CRD#: 6558593
30 Liberty Ship Way, Suite 3330, Sausalito, CA 94965
87
Wealthminder
score

Benjamin Armellini (CRD# 6558593) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has 1 year of experience in the finance industry.

6
Boozergomehr Kazemi
CRD#: 5826178
Tiburon, CA
87
Wealthminder
score

Boozergomehr Kazemi (CRD# 5826178) is an Investment Advisor Representative working at Main Street Research LLC in Tiburon, CA and has 1 year of experience in the finance industry.

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