Caldwell Sutter Capital, Inc.
Caldwell Sutter Capital, Inc. (CRD# 10489) is a financial advisory firm headquartered in Sausalito, CA. They manage $174,281,268 in 462 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management174MILLION
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Total Number of Accounts462ACCOUNTS
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Average Account Value$377,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses

AZ, CA, CO, IL, MI, NV, NY, OR, PA, TX, VT
Lovely Dizon (CRD# 4971913) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Sausalito, CA and has over 12 years of experience in the finance industry.
John Helmer (CRD# 242398) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Sausalito, CA and has over 7 years of experience in the finance industry.
Joseph Helmer (CRD# 1860949) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in San Francisco, CA and has over 13 years of experience in the finance industry.
Justinian Hobor (CRD# 6396503) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Deerfield, IL and has over 3 years of experience in the finance industry.
Christopher Raffo (CRD# 1330799) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Gustine, CA and has over 31 years of experience in the finance industry.
Richard Saso (CRD# 1396228) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in San Ramon, CA and has over 29 years of experience in the finance industry.