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Daniel E. Hutner

HUTNER CAPITAL MANAGEMENT INC.·MANCHESTER, Vermont
Series 65Clean record13 years registeredHUTNER CAPITAL MANAGEMENT INC.
3546 MAIN STREET, MANCHESTER, VT 05254CRD# 5121499Firm CRD# 107896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel E. Hutner · MANCHESTER, VT
Registration
CRD #5121499 · HUTNER CAPITAL MANAGEMENT INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

Oct 2012present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 26, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HUTNER CAPITAL MANAGEMENT INC.
CRD 107896 · SEC 801-79521
AUM
$194M
Regulatory assets under management
Employees
4
116 client accounts
Services offered by HUTNER CAPITAL MANAGEMENT INC.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Daniel E. Hutner offer?
Daniel E. Hutner specializes in Investment Management, Retirement Planning. Contact their office in MANCHESTER, Vermont for a consultation.
What are Daniel E. Hutner's credentials?
Daniel E. Hutner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel E. Hutner located?
Daniel E. Hutner is based in MANCHESTER, Vermont, working with HUTNER CAPITAL MANAGEMENT INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Daniel E. Hutner charge for services?
Daniel E. Hutner's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: negotiated fees for limited advisory services provided. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUTNER CAPITAL MANAGEMENT INC.?
HUTNER CAPITAL MANAGEMENT INC. has approximately 4 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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