Hinde Group LLC

RIASEC Registered
Total AUM
$27.7M
Discretionary
$27.7M
100% of AUM
Avg account
$954K
Accounts
29
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
174994
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI98.42%
  • Individuals1.58%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hinde Group LLC is an owner-operated limited liability company that provides portfolio management primarily for individual and small-business clients, while also serving some institutional relationships. The firm charges fees as a percentage of assets under management and reports its advisory focus as discretionary portfolio management. It does not present itself as an active ESG investor, is not registered as a multi-state adviser, and does not perform pension consulting or act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 7%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents7%

Contacts

1 of 1
  • Marc Werres

    Marc Werres

    Managing PartnerCRD 4715042

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
580 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth