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MAIN STREET RESEARCH LLC
CRD 114629 · SEC 801-57739
342 MAIN STREET, LAKEVILLE, CT, 06039, United States
Phone
860.435.2350
Fax
415-289-0105
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.68B
Discretionary AUM
$2.68B
Team
24 total employees; 16 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $67.9M |
| High net worth individuals | 815 | $2.55B |
| Pension/profit sharing plans | 8 | $16.9M |
| Charitable organizations | 5 | $43.9M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, ND, OH, OR, PA, RI, SC, TN, UT, VA, WV, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD