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Dede Liu

Main Management, LLC

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About Dede Liu

Dede Liu is an investment advisor representative associated with Main Management, LLC in San Francisco, California. Dede has been in the industry since at least 2012 and has been associated with Main Management, LLC since July 2024. Dede holds the Series 65 license and has been approved for registration as an Investment Advisor Representative in California. Dede has expertise in portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles.

Firm Information

Dede Liu is currently registered with Main Management, LLC. Main Management, LLC is a registered investment advisor based in San Francisco, California, with approximately $1.39 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They have experience working with charitable organizations, high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses. Main Management offers a wrap fee program.
Main Management, LLC

601 CALIFORNIA STREET

SAN FRANCISCO, CA 94108

$1.39B

Assets Under Management

11

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Dede Liu’s Registration & Firm History

CA

07/15/2024 - Present

Main Management, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 06/29/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dede Liu.
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