Main Management, LLC

Main Management, LLC (CRD# 120361) is a financial advisory firm headquartered in San Francisco, CA. They manage $822,083,833 in 172 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    822
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $4,779,557
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Main Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Kim D. Arthur
CRD#: 1754934
655 Montgomery Street, 14th Floor, San Francisco, CA 94111
93
Wealthminder
score

Kim Arthur (CRD# 1754934) is an Investment Advisor Representative working at Main Management, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.

2
James W. Concidine
CRD#: 51869
655 Montgomery Street, Suite 1400, San Francisco, CA 94111
93
Wealthminder
score

James Concidine (CRD# 51869) is an Investment Advisor Representative working at Main Management, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.

3
Hafeez A. Esmail
CRD#: 2567325
601 California Street, Suite 620, San Francisco, CA 94108
93
Wealthminder
score

Hafeez Esmail (CRD# 2567325) is an Investment Advisor Representative working at Main Management, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

4
Luke W. King
CRD#: 5731142
601 California Street, Suite 620, San Francisco, CA 94108
93
Wealthminder
score

Luke King (CRD# 5731142) is an Investment Advisor Representative working at Main Management, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

5
Alexander Varner
CRD#: 6098625
601 California Street, Suite 620, San Francisco, CA 94108
93
Wealthminder
score

Alexander Varner (CRD# 6098625) is an Investment Advisor Representative working at Main Management, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

6
Blaine A. Docker
CRD#: 5309509
601 California Street, Suite 620, San Francisco, CA 94108
88
Wealthminder
score

Blaine Docker (CRD# 5309509) is an Investment Advisor Representative working at Main Management, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

7
Ryan F. Mullen
CRD#: 6765611
601 California Street, Suite 620, San Francisco, CA 94108
87
Wealthminder
score

Ryan Mullen (CRD# 6765611) is an Investment Advisor Representative working at Main Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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