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Building 2MAIN STREET RESEARCH LLC

Map pinLAKEVILLE, CT
Phone860.435.2350
NotebookSEC #801-57739
Total AUM
$2.7B
Employees
24
Clients
1,031

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
342 MAIN STREET
LAKEVILLE
CT 06039
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
860.435.2350
Other Offices
4

ReceiptFinancials

Total AUM
$2.7B
Accounts
3,017
Discretionary
$2.7B
Accounts
3,017
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$67.9M
HNW Individual Clients
815
AUM
$2.6B
Pension/Profit Sharing Plan Clients
8
AUM
$16.9M
Charitable Organization Clients
5
AUM
$43.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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