MAIN STREET RESEARCH LLC

342 Main Street
Lakeville, Connecticut 06039
Tel: 860.435.2350

About MAIN STREET RESEARCH LLC

MAIN STREET RESEARCH LLC, formally registered with the SEC as MAIN STREET RESEARCH LLC. The firm was established in 11/14/2000. They have over 4 offices throughout the country.

MAIN STREET RESEARCH LLC is a Lakeville, Connecticut based Financial Planning firm with nearly $1,816,608,726 assets under management, offering retirement planning & investment advisory services to 2550 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114629
SEC#	801-57739
Assets Managed by Firm	$1,816,608,726
No. of Clients	2550
No. of Advisors	21

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2550	$1,816,608,726
Individuals (other than high net worth individuals)	339	$197,419,294
High net worth individuals	531	$1,554,659,082
Pension and profit sharing plans	55	$60,160,567
Charitable organizations	Fewer than 5 clients	$4,369,783

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AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 06830	$132,541,536,421	294	573
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
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