Main Street Research
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
30 Liberty Ship Way Fl 3, Sausalito, Cal...Phone Number
(800) 357-3863Website
www.ms-research.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
2
1
About Main Street Research
Main Street Research provides personalized wealth management services as a fiduciary for private and institutional investors. They utilize holistic financial planning strategies to create sustainable wealth, focusing on transparency and risk management. Their dedicated approach aims to align fees with client results, ensuring that financial goals are prioritized and successfully met. With over 30 years of trust and expertise, they specialize in bespoke wealth retirement planning and asset management.Explore more
Main Street Research Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2000
LC
Louis ConradManager, Experienced Wealth Financial & Providing Superior Service To Individuals, Families & Companies Planner
Company Profile Activity
Activity Insights
Main Street Research is experiencing very low activity levels compared to other companies in the Finance sector.
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Main Street Research is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Main Street Research.
Main Street Research Tech Stack
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Main Street Research provides personalized wealth management services as a fiduciary for private and institutional investors. They utilize holistic financial planning strategies to create sustainable wealth, focusing on transparency and risk management. Their dedicated approach aims to align fees with client results, ensuring that financial goals a... Read More
