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Home > Retirement Planners > california > san francisco > MAIN MANAGEMENT, LLC
MAIN MANAGEMENT, LLC
601 California Street
Suite 300
San Francisco, California 94108
Tel: 415-217-5800
About MAIN MANAGEMENT, LLC
MAIN MANAGEMENT, LLC, formally registered with the SEC as MAIN MANAGEMENT, LLC. The firm was established in 04/30/2002. They have over 4 offices throughout the country.
MAIN MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $1,387,819,141 assets under management, offering retirement planning & investment advisory services to 288 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120361 |
| SEC# | 801-61113 |
| Assets Managed by Firm | $1,387,819,141 |
| No. of Clients | 288 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 288 | $1,387,819,141 |
| Individuals (other than high net worth individuals) | 66 | $44,357,508 |
| High net worth individuals | 123 | $808,283,122 |
| Pension and profit sharing plans | 3 | $6,634,918 |
| Charitable organizations | 10 | $65,160,568 |
| Corporations or other businesses | 13 | $232,807,255 |
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