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Lily Nicole Taft

Main Street Research LLC

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About Lily Nicole Taft

Lily Taft is an Investment Advisor Representative at Main Street Research LLC in Sausalito, CA. Lily is licensed in California, Hawaii and Nevada and has been in the industry since 2017. Lily holds the Series 65 designation and is a Chartered Financial Analyst. Lily has a proven track record of success in providing financial advice to individuals, families, and businesses. Lily specializes in financial planning, portfolio management, and consulting services. Main Street Research LLC is a fee-based firm that provides financial advice to high-net-worth individuals, families, and businesses. The firm offers a variety of services including financial planning, portfolio management, and consulting. Main Street Research LLC has a long history of providing excellent customer service and is committed to helping its clients achieve their financial goals.

Firm Information

Lily Taft is currently registered with Main Street Research LLC. Main Street Research LLC is an investment advisor headquartered in Sausalito, CA. The firm manages approximately $1.82 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services, including portfolio management for individuals and businesses, financial planning, educational seminars, and consulting.
Main Street Research LLC

30 LIBERTY SHIP WAY

SAUSALITO, CA 94965

$1.82B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lily Taft’s Registration & Firm History

CA

05/05/2022 - Present

Main Street Research LLC (SAUSALITO CA)

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Licenses & Designations

IA

Issued 12/12/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lily Nicole Taft.
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