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Steven Kelley Wilkes

HUTCHINSON CAPITAL MANAGEMENT·SAN RAFAEL, California
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1101 FIFTH AVENUE, SAN RAFAEL, CA 94901CRD# 2700539Firm CRD# 106158
01

About

Steven Kelley Wilkes is a registered financial advisor based in SAN RAFAEL, California, affiliated with HUTCHINSON CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HUTCHINSON CAPITAL MANAGEMENT
HUTCHINSON CAPITAL MANAGEMENT
AUM
$833M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at HUTCHINSON CAPITAL MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2700539
Firm CRD# 106158
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Kelley Wilkes offer?
Steven Kelley Wilkes specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Steven Kelley Wilkes's credentials?
Steven Kelley Wilkes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Kelley Wilkes located?
Steven Kelley Wilkes is based in SAN RAFAEL, California, working with HUTCHINSON CAPITAL MANAGEMENT. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Steven Kelley Wilkes charge for services?
Steven Kelley Wilkes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUTCHINSON CAPITAL MANAGEMENT?
HUTCHINSON CAPITAL MANAGEMENT has approximately 7 employees and manages $833M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAN RAFAEL
Christopher Donald Charles — WULFF, HANSEN & CO.Benjamin (nmn) Stewart — STEWART WEALTH MANAGEMENT, INC.Kim B Tu — WULFF, HANSEN & CO.Brenda Sue Friedlander — FRIEDLANDER, BRENDA SJennifer Lefcourt — FREESTYLE CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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