$27.7M Total AUM
$27.7M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Signal insight
- Established Date
- 05-05-2015
- Office Locations
- 1
Office Locations
580 California St. 16th Floor SAN Francisco CA
About Hinde Group LLC
Hinde Group LLC is a SAN Francisco-based RIA. The firm has been operating for 11 years. Managing $27.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$27.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Pathway
Custodian
Timber
Investment Vehicles
Vertex momentum
Services
Unison element Insight element
Technology
Peak
Owner & Executives
MARC JOSEF WERRES
Managing Member
- CRD
- #4715042
- Ownership
- 75% or more
(296) 596-6063
quantum.bridge@fusioncapital.com
in linkedin.com/in/pioneer-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,674,467 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,674,467 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,725,970
Equity - Exchange:
41.5% Cash:
58.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $565,741,639 | 41.5% |
| Cash | $797,491,226 | 58.5% |
| Total | $1,363,232,865 | 100.0% |