Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. (CRD# 10489) is a financial advisory firm headquartered in Sausalito, CA. They manage $488,409,198 in 1,256 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management488MILLION
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Total Number of Accounts1,256ACCOUNTS
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Average Account Value$388,861
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, ID, IL, NV, NY, OH, OR, TX, WA
Susan Metcalf (CRD# 1547365) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Sweet, ID and has over 37 years of experience in the finance industry.
Richard Saso (CRD# 1396228) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Dublin, CA and has over 35 years of experience in the finance industry.
Joseph Raymond (CRD# 7692203) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Sausalito, CA and has 1 year of experience in the finance industry.
Edward Smith (CRD# 2012234) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Sausalito, CA and has over 17 years of experience in the finance industry.