Douglas
Hutchinson

Wrapmanager Inc

CRD#4920279
Investment Advisor
in Mill Valley, CA

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About this Advisor

Douglas Hutchinson is a chartered financial analyst operating in Mill Valley, California, with a total of 11 years of experience as a financial advisor. Hutchinson is an employee of Wrapmanager Inc. They have spent their whole employment at Wrapmanager Inc. Hutchinson is able to advise clients in California. Wrapmanager Inc is a firm that has its headquarters in Mill Valley, California. It handles $433 million in assets under management between its 605 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 605 customer accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets available to invest. Wrapmanager Inc provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically depend on which services the firm provides the client. However, fee types charged by Wrapmanager Inc typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

319 Miller Avenue
Mill Valley, CA 94941

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Wrapmanager Inc Brokerage Details

Total Assets Under Management

$433,447,166

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

605

CA Average: 3,727
Average Account Size

$716,442

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Douglas Hutchinson Work History

Douglas has 11 years of experience.

2014 - Present (9 years)

Wrapmanager, Inc

Disclosures

Douglas Hutchinson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wrapmanager Inc

Douglas Hutchinson
Mill Valley, CA
Katie O'Connor
Mill Valley, CA
Seton Mcandrews
Mill Valley, CA
Valerie Devol
Mill Valley, CA
Gabriel Burczyk
San Francisco, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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.

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