Kim
Arthur

Main Management, LLC

CRD#1754934
Investment Advisor
in San Francisco, CA

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About this Advisor

Kim Arthur is a financial advisor working in San Francisco, California who has 21 years of industry experience. Arthur is an advisor for Main Management, LLC. They have spent all of their employment at Main Management, Llc. Arthur holds a Series 63 license, designating them as a securities representative, and is able to work in California. Main Management, LLC is an advisory business based out of San Francisco, CA. The investment advisory business has offices in three locations and a total of 18 financial advisors. It oversees $1 billion in total assets across its 281 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 281 accounts, 58% are associated with high-net-worth individuals who have greater than $1 million in assets. Main Management, LLC offers a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely depend on the services provided. However, fee types billed by Main Management, LLC most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

21 years

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

655 Montgomery Street 14Th Floor
San Francisco, CA 94111

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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

Kim Arthur Work History

Kim has been registered as a financial advisor for 21 years.*

2002 - Present (22 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 Kim Arthur 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
Matthew Tymstra
San Francisco, CA
Davis Deboisblanc
San Francisco, CA
Marissa Ditler
San Francisco, CA
Darol Ryan
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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