Marissa
Ditler

Main Management, LLC

CRD#7432146
Investment Advisor
in San Francisco, CA

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About this Advisor

Marissa Ditler is a financial advisor based in San Francisco, California, working with Main Management, LLC. Marissa has previously held positions at the University of Oregon, Ludy's Main Street BBQ, Fisher Investments, and Main Management LLC. Marissa has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Marissa is part of Main Management, LLC, which operates out of San Francisco, California. The firm has 3 offices and 19 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Main Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

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

$1,387,819,141

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

19

CA Average: 43
Total Number of Accounts

288

CA Average: 3,727
Average Account Size

$4,818,816

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

Marissa Ditler Work History

2021 - Present (3 years)

Main Management LLC

2018 - 2021 (3 years)

Fisher Investments

2017 - 2018 (1 year)

University Of Oregon

2016 - 2016 (< 1 year)

Ludy'S Main Street Bbq

2016 - 2017 (1 year)

University Of Oregon

2015 - 2015 (< 1 year)

Ludy'S Main Street Bbq

2015 - 2016 (1 year)

University Of Oregon

2014 - 2015 (1 year)

University Of Oregon

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Disclosures

Please visit the SEC profile of Marissa Ditler 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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