Hutchens Investment Management Inc (Concord)

Name: Hutchens Investment Management Inc
Address: 99 N. State Street, Concord, NH, 03301
Telephone: 603-227-5256

Hutchens Investment Management Inc is a large advisory firm based in Concord. It manages $112.67 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, and New Hampshire.

Hutchens Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hutchens Investment Management: assets under management

The assets under management (AUM) of Hutchens Investment Management Inc is $112.67 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $112.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.88 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hutchens Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hutchens Investment Management Inc

Hutchens Investment Management Inc is owned by Michael Francis Oneil. William David Hutchens has been acting as President since 1 Aug 1995. David Francis Minor joined the executive team most recently as the Vice President Of Research.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Hutchens	President	1 Jun 1995	50% - 75%	2434234
William David Hutchens	President and chief compliance officer	1 Jun 1995	25% - 50%	2434234
William David Hutchens	President	1 Aug 1995	50% - 75%	2434234
Michael Francis Oneil	Owner	1 Nov 1995	Other	2188604
Fletcher Scott Cole	Director of research	1 Sep 1997	Other	2399974
Peter Douglas Field	Vice president	1 Oct 1999	Other	4391810
Kevin Michael Walsh	Owner	1 Jun 2001	Other	2262580
Kevin M Walsh	Owner	1 Jun 2001	Other	2262580
Louie Ross Gott	Director	1 Mar 2002	Other	4508004
Louie Ross Gott	Director	1 Apr 2002	Other	2792647
Janet Hutchens	Owner	1 May 2002	Other	4557757
Louie Ross Gott	Coo/cfo	1 Dec 2003	Other	2792647
Tracy Taylor	Chief compliance officer	1 Feb 2006	Other	6030644
Tracy M Hutchens	Chief compliance officer	1 Feb 2006	Other	6030644
Chad Leslie Richardson	Chief compliance officer	1 May 2006	Other	4246122
William David Hutchens	Owner	1 Jul 2006	25% - 50%	2434234
David Francis Minor	Vice president of research	1 May 2007	Other	2418089
Stephen Nash Hurley	Chief executive officer	1 Jan 2009	Other	4376673

Based in Concord

The principal office where Hutchens Investment Management Inc performs its advisory services is located at 99 N. State Street, Concord, NH 03301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-227-5256 or by fax 603-227-5259. The normal business hours are 9:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at hutchco.net.