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Caldwell Sutter Capital, Inc.

Headquartered in SAUSALITO, CA

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Firm Information

Caldwell Sutter Capital, Inc. is a corporation headquartered in Sausalito, California, with a focus on providing financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. The firm, established in 1982, manages over $571 million in assets across a variety of client types. Caldwell Sutter Capital is registered with the SEC and in 46 states.

Caldwell Sutter Capital, Inc.

30 LIBERTY SHIP WAY #3225

SAUSALITO, CA 94965

$571.09M

Assets Under Management

1

Total Clients

14

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

Branch Locations (7)

CALDWELL SUTTER CAPITAL, INC. has a total of 7 branch locations across the country.
location

SAUSALITO, CA

location

Melville, NY

location

Sweet, ID

location

ALTADENA, CA

location

NEWHALL, CA

location

Austin, TX

location

Santa Rosa, CA

Advisors at Caldwell Sutter Capital, Inc.

View All 14 Advisors
Unclaimed
Michael Paul Coutre

RA

Santa Rosa, CA

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Gregory Joseph Harder

RA

SAUSALITO, CA

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Christopher Robert Bovich

SAUSALITO, CA

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Unclaimed
Russell Lee Goings

SAUSALITO, CA

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Unclaimed
Sean Patrick Tuohy

RA

Austin, TX

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Unclaimed
Joseph Michael Ducote

SAUSALITO, CA

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Unclaimed
Christopher William Anderson

SAUSALITO, CA

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Unclaimed
Jon Christoph Goshay

SAUSALITO, CA

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Disclosures

There is public disclosure for Caldwell Sutter Capital, Inc.. Review regulatory record here.

Frequently Asked Questions (10)

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