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HUTNER CAPITAL MANAGEMENT INC.
3546 Main Street
Manchester, Vermont 05254
Tel: 802-366-8157
About HUTNER CAPITAL MANAGEMENT INC.
HUTNER CAPITAL MANAGEMENT INC, formally registered with the SEC as HUTNER CAPITAL MANAGEMENT INC. The firm was established in 04/09/2014. They have over 2 offices throughout the country.
HUTNER CAPITAL MANAGEMENT INC. is a Manchester, Vermont based Financial Planning firm with nearly $193,851,090 assets under management, offering retirement planning & investment advisory services to 116 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107896 |
| SEC# | 801-79521 |
| Assets Managed by Firm | $193,851,090 |
| No. of Clients | 116 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (NEGOTIATED FEES FOR LIMITED ADVISORY SERVICES PROVIDED)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO MANAGEMENT FOR PRIVATE FOUNDATIONS AND TRUSTS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 116 | $193,851,090 |
| Individuals (other than high net worth individuals) | 33 | $7,657,245 |
| High net worth individuals | 72 | $106,422,529 |
| Pension and profit sharing plans | 1 | $10,621,751 |
| Corporations or other businesses | 5 | $4,628,807 |
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