Main Street Research LLC
Main Street Research LLC (CRD# 114629) is a financial advisory firm headquartered in Sausalito, CA. They manage $1,816,608,726 in 2,550 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management1,817MILLION
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Total Number of Accounts2,550ACCOUNTS
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Average Account Value$712,396
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV
Stephanie Andersen (CRD# 6639235) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 7 years of experience in the finance industry.
Benjamin Armellini (CRD# 6558593) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 8 years of experience in the finance industry.
James Demmert (CRD# 1576146) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 37 years of experience in the finance industry.
Peter Fiorita (CRD# 4985758) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 5 years of experience in the finance industry.
Jacob Margo (CRD# 6112980) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 9 years of experience in the finance industry.
Aaron Stern (CRD# 6423527) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 9 years of experience in the finance industry.
Elizabeth Baldassari (CRD# 7127193) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 4 years of experience in the finance industry.
Natalie McMahon (CRD# 7217699) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has 1 year of experience in the finance industry.
Jacob Swartz (CRD# 7397392) 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.
Lily Taft (CRD# 6395251) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 4 years of experience in the finance industry.