Hartly
Hutchings

Main Management, LLC

CRD#7593243
Investment Advisor
in San Francisco, CA

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About this Advisor

Hartly Hutchings is a financial advisor working out of San Francisco, California with a total of 1 year of relevant experience. Hutchings is an advisor for Main Management, LLC. Throughout their career, Hutchings has worked at Main Management LLC, Maximus Real Estate Partners, Christopher'S Kitchen, William T. Dwyer High School and Bak Middle School Of The Arts. Hutchings holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in California. Main Management, LLC is a firm operating out of San Francisco, CA. The investment advisory business has offices in three locations and a total of 18 employees. It administers $1 billion in assets across its 281 customer accounts, making it one of the bigger firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 281 client accounts, 58% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm provides a few services, such as 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 which services are provided. However, fee types charged by Main Management, LLC can include some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

601 California Street Suite 200
San Francisco, CA 94108

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Main Management, LLC Brokerage Details

Total Assets Under Management

$1,175,772,484

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

18

CA Average: 43
Total Number of Accounts

281

CA Average: 3,727
Average Account Size

$4,184,244

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Hartly Hutchings Work History

Hartly has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Main Management LLC

2018 - 2022 (4 years)

Maximus Real Estate Partners

2016 - 2018 (2 years)

Christopher'S Kitchen

2013 - 2016 (3 years)

William T. Dwyer High School

2012 - 2013 (1 year)

Bak Middle School Of The Arts

*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 Hartly Hutchings 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

James Taylor
Edgewood, KY
Alexander Varner
San Francisco, CA
Hartly Hutchings
San Francisco, CA
Davis Deboisblanc
San Francisco, CA
Matthew Tymstra
San Francisco, CA
Marissa Ditler
San Francisco, CA
Joseph Labarbera
San Francisco, CA
Wayne Seaman
Rutherford, NJ

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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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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