Assets Under Management
$571.1M
Number of Clients
533
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$81.6M
Compensation
Commission-BasedFee-Only (AUM)
Caldwell Sutter Capital is a dually registered investment adviser and broker-dealer offering portfolio management and financial planning services. They primarily serve high net worth individuals and families, but may also include corporations and municipalities. Their services are tailored to each client's financial situation, goals, and risk tolerance.
30 Liberty Ship Way #3225, Sausalito, CA, 94965