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James Wesley Concidine

Main Management, LLC

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About James Wesley Concidine

James Concidine is a financial advisor at Main Management, LLC, in San Francisco, CA. James has been in the industry since 1970. He specializes in providing investment advisory services to individuals, families, and businesses. James is a registered investment advisor with the state of California. His previous employment includes Montgomery Securities, Dain, Bosworth Incorporated, and Dain, Kalman & Quail, Incorporated.

Firm Information

James Concidine 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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James Concidine’s Registration & Firm History

CA

01/10/2025 - Present

Main Management, LLC (SAN FRANCISCO CA)

NA

04/05/1983 - 04/01/1992

MONTGOMERY SECURITIES

NA

05/05/1978 - 04/12/1983

DAIN, BOSWORTH INCORPORATED

NA

08/25/1970 - 05/05/1978

DAIN, KALMAN & QUAIL, INCORPORATED

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Licenses & Designations

BC

Issued 11/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/1977

PC - AMEX Put and Call Exam

BC

Issued 08/12/1970

Series 000 - General Securities Principal Examination

BC

Issued 08/12/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Wesley Concidine.
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