Davis
Deboisblanc
Main Management, LLC
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About this Advisor
Davis Deboisblanc is a financial advisor operating out of San Francisco, California with a total of 4 years of relevant experience. Deboisblanc works at Main Management, LLC. During their career, the advisor has held roles at Fidelity Investments, Pen-Cal Administrators, University Of Oregon, Main Management, LLC, Ceros Financial Services, Inc and Northern Lights Distributors, LLC. Deboisblanc maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Main Management, LLC is a financial advisory company operating out of San Francisco, CA. The company has offices in three locations and a total of 18 employees. It has $1 billion in total assets across its 281 client accounts, placing it among the bigger firms in the country by assets under management. The firm provides services to 11 charitable organizations. Of its 281 client accounts, 58% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors typically are based on the type of financial services provided. However, fee types charged by Main Management, LLC most likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Main Management, LLC Brokerage Details
$1,175,772,484
18
281
$4,184,244
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Davis Deboisblanc Work History
Davis has been registered as a financial advisor for 4 years.*
Northern Lights Distributors, LLC
Main Management, LLC
Ceros Financial Services, Inc
Fidelity Investments
Pen-Cal Administrators
University Of Oregon
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Davis Deboisblanc to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Main Management, LLC
Edgewood, KY
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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.
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