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

More Retirement Planning firms in Lakeville, Connecticut:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Lakeville, Connecticut

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.