Main Management Etf Advisors, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Main Management Etf Advisors, LLC
Overview
Main Management Etf Advisors, LLC operates as an advisory firm headquartered in San Francisco, California. Main Management Etf Advisors, LLC manages $1.1 billion in assets under management throughout three customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). It has a small team, including 16 financial advisors. Main Management Etf Advisors, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as options, equities and bonds.
Main Management Etf Advisors, LLC administers all of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices without requiring the customer's authorization. The company oversees roughly $368.7 million in assets for each customer account. An average financial advisor at Main Management Etf Advisors, LLC oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's main office is at 601 California Street, San Francisco, California 94108-2811. Main Management Etf Advisors, LLC is allowed to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Main Management Etf Advisors, LLC by the Numbers
$1.1 billion
18
3
$368.7 million
Fee Structure
Financial management fees typically are based on the services provided. However, fees charged by the firm typically consist of the following fee structure: asset-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Main Management Etf Advisors, LLC caters to investment companies. Out of its three clients, Main Management Etf Advisors, LLC's largest client group is investment companies. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Main Management Etf Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.