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CALDWELL SUTTER CAPITAL, INC.

Tel: 415-962-2526
30 Liberty Ship Way #3225
Sausalito, California  94965

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CALDWELL SUTTER CAPITAL, INC.

CALDWELL SUTTER CAPITAL, INC. is a Sausalito, California based financial advisory firm with nearly $571,092,070 in assets under management and provides investment advisory services for 1225 clients. There are currently 20 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Commission Based

Firm CRD#:

10489

SEC#:

801-66098

No. of Clients:

1225

Assets under Management

$571,092,070

No. of Advisors:

20

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