HUTCHISON ROAD PARTNERS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
NEWPORT COAST, California
CRD number
149028
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hutchison Road Partners, LLC is an owner-operated limited liability company that provides financial planning and discretionary portfolio management services targeted at individuals and small businesses. The firm reports multiple fee arrangements—percentage of assets under management, hourly billing, and fixed fees—suggesting flexibility in engagement structures. It does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Regulatory detail in the snapshot is limited: the firm is SEC-registered with an unknown registration year and is categorized as "unclassified" in the source data. The business is not newly formed and does not list related-adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

1 of 1
  • ROBERT SILVERNAIL

    Founder & Managing MemberCRD 1242609

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

NEWPORT COAST, CA

ORANGE

Location

NEWPORT COAST, CA

Headquartered in NEWPORT COAST, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
10 Hertford
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth