Main Street Research is a Registered Investment Advisor serving individuals, families and foundations. Since 1993, a select group of investors have turned to our professionals for expertise in wealth management and global investment strategy. Since we typically manage the bulk of a client’s “serious” assets, we thoroughly understand each client’s circumstances and manage each client account separately. Because our compensation is correlated to each client’s success – and nothing else – we share a vested interest in achieving upside performance while managing downside risk. We believe that our innovative investment style and Active Risk Management process are central to successful, long-term performance in today’s complex global financial markets. Visit our website at www.ms-research.com to learn more!
| Website | https://ms-research.com/important-disclosures/ |
| Revenue | $15 million |
| Employees | 29 (29 on RocketReach) |
| Founded | 1993 |
| Address | 30 Liberty Ship Way Fl 3, Sausalito, California 94965, US |
| Phone | (800) 357-3863 |
| Fax | (415) 289-0105 |
| Technologies |
JavaScript
,
HTML
,
Twitter
+23 more
(view full list)
|
| Industry | Investment Management, Finance General, Finance |
| Web Rank | 13 Million |
| Keywords | Wealth Management, Investment Advisor, Financial Advisor, Financial Planning, Financial Services, Portfolio Management, Investment Management, Investment Strategy, Private Wealth, Investment Consulting, Retirement Planning, Asset Allocation, High Net Worth, Long Term Investing, Estate Planning, Risk Management, Wealth Preservation, Tax Planning, Family Office |
| Competitors | Balboa Wealth Partners, Inc. (view competitors) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Main Street Research employee's phone or email?
The Main Street Research annual revenue was $15 million in 2026.
James Demmert is the Founder - Chief Investment Officer of Main Street Research.
29 people are employed at Main Street Research.
Main Street Research is based in Sausalito, California.
The NAICS codes for Main Street Research are [5239, 523, 52393, 52].
The SIC codes for Main Street Research are [62, 628].