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HUTCHINSON CAPITAL MANAGEMENT
1101 Fifth Avenue
Suite 160
San Rafael, California 94901
Tel: 415-464-5650
About HUTCHINSON CAPITAL MANAGEMENT
HUTCHINSON CAPITAL MANAGEMENT, formally registered with the SEC as HUTCHINSON CAPITAL MANAGEMENT. The firm was established in 02/17/1995. They have over 1 offices throughout the country.
HUTCHINSON CAPITAL MANAGEMENT is a San Rafael, California based Financial Planning firm with nearly $883,341,656 assets under management, offering retirement planning & investment advisory services to 744 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106158 |
| SEC# | 801-48519 |
| Assets Managed by Firm | $883,341,656 |
| No. of Clients | 744 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 744 | $883,341,656 |
| Individuals (other than high net worth individuals) | 109 | $84,605,458 |
| High net worth individuals | 155 | $700,760,502 |
| Pension and profit sharing plans | 15 | $54,410,794 |
| Charitable organizations | 4 | $2,561,063 |
| Corporations or other businesses | 5 | $13,753,820 |
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