Přihlásit se Zaregistrujte se zdarma

Sutter Starmont Asset Management, LLC (Danville)


Sutter Starmont Asset Management, LLC is a large advisory firm based in Danville. It manages $55 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Logo

Sutter Starmont Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sutter Starmont Asset Management: assets under management

The assets under management (AUM) of Sutter Starmont Asset Management, LLC is $55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sutter Starmont Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Danville

The principal office where Sutter Starmont Asset Management, LLC performs its advisory services is located at 4115 Blackhawk Plaza Circle, Danville, CA 94506, 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 925-648-4733 or by fax 925-648-4734. The normal business hours are 8:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at www.sutterstarmont.com.


Registered investment advisers similar to Sutter Starmont Asset Management, LLC