Sutro & Co. Incorporated (San Francisco)

Sutro & Co. Incorporated is a large advisory firm based in San Francisco. It manages $1.22 billion of regulatory assets for 2,466 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Nevada, and Oregon.

Sutro & Co. Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sutro & Co. Incorporated: assets under management

The assets under management (AUM) of Sutro & Co. Incorporated is $1.22 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $375.9 million in discretionary accounts and $839.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $560.16 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sutro & Co. Incorporated for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sutro & Co. Incorporated

Thomas Ray Weinberger has been acting as President since 1 Mar 1994. Royal Bank Of Canada joined the executive team most recently as the Indirect Owner.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in San Francisco

The principal office where Sutro & Co. Incorporated performs its advisory services is located at 201 California Street, San Francisco, CA 94111, 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 415-445-6300 or by fax 415-398-2901. The normal business hours are 6:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at sutro.com.