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).

By the Numbers
  • Total Assets Under Management
    488
    MILLION
  • Total Number of Accounts
    1,256
    ACCOUNTS
  • Average Account Value
    $388,861
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, IL, NV, NY, OH, OR, TX, WA

Financial Advisors at Caldwell Sutter Capital, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Susan D. Metcalf
CRD#: 1547365
Sweet, ID

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.

2
Richard A. Saso
CRD#: 1396228
Dublin, CA

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.

3
Joseph K. Raymond
CRD#: 7692203
30 Liberty Ship Way #3225, Sausalito, CA 94965

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.

4
Edward T. Smith
CRD#: 2012234
30 Liberty Ship Way, #3225, Sausalito, CA 94965

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.

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