D
CRD: 111618
Dick Hutchinson Registered Investment Advisor
Branford, CT
2033157766
$48.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
24 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-1993
- Office Locations
- 2
Office Locations
36 State Street Suite 2 North Haven CT
-- Branford CT
About Dick Hutchinson Registered Investment Advisor
Dick Hutchinson Registered Investment Advisor is a Branford-based RIA with 2 offices. The firm has been operating for 33 years. Managing $48.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
64 AVG AGE
$24.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
13.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
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Owner & Executives
R
RICHARD ALLEN HUTCHINSON
Chief Compliance Officer
- CRD
- #1102708
- Ownership
- 75% or more
(835) 752-3154
quantum.meridian@vertexcapital.com
in linkedin.com/in/summit-vital
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A
ALEX LINDSAY MADLENER
Chief Compliance Officer, Chief Executive Officer, Managing Member, PRINCIPAL
- CRD
- #730694
(317) 647-4971
wave.momentum@pioneercapital.com
in linkedin.com/in/delta-summit
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,924,864 | -- |
| Total | $48,924,864 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,924,864
Equity - OTC:
17.2% Equity - Exchange:
14.2% Cash:
20.7% U.S. Government/Agency:
5.4% Corporate - Investment Grade:
22.0% Municipal Bonds:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $741,973,438 | 17.2% |
| Equity - Exchange | $612,559,466 | 14.2% |
| Cash | $892,956,405 | 20.7% |
| U.S. Government/Agency | $232,945,149 | 5.4% |
| Corporate - Investment Grade | $949,035,792 | 22.0% |
| Municipal Bonds | $884,328,806 | 20.5% |
| Total | $4,313,799,056 | 100.0% |