Hafeez
Esmail
Main Management, LLC
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About this Advisor
Hafeez Esmail is a financial advisor operating in San Francisco, California who has 15 years of industry experience. Esmail works at Main Management, LLC. They have been an employee of Main Management, Llc for their entire career. Esmail holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in California. Main Management, LLC is a financial advisory company operating out of San Francisco, CA. The firm has offices in three locations and a total of 18 advisors. It oversees $1 billion in total assets among its 281 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 281 accounts, 58% are associated with high-net-worth clients who have at least $1 million in assets. Main Management, LLC performs a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees are based on the services offered. Fee types billed by Main Management, LLC 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
Hafeez Esmail Work History
Hafeez has been registered as a financial advisor for 15 years.*
Main Management, LLC
*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 Hafeez Esmail 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
Rutherford, NJ
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