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Main Street Research

EST. AUM
$2,681,886,634

CONTACTS
6

CLIENT ACCOUNTS
3,017

Firm Details

Metro area San Francisco
CRD Number 114629
Website ms-research.com
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Overview

Main Street Research serves as a fiduciary for private and institutional investors. Its services include bespoke financial planning strategies directed towards generating wealth that lasts generations. Its investment style incorporates individual securities which provide transparency, low cost and an ability to engage their distinct Active Risk Management process to protect clients from significant loss.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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