Investment adviser · CRD 118637
STARMONT ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
SAN RAMON, CA, United States · Form ADV filed Mar 28, 2012
- Regulatory AUM
- $100M Form ADV · Item 5.F
- Client accounts
- 384 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
BISHOP RANCH 6, 2400 CAMINO RAMON STE 130SAN RAMON, CA, 94583, United States
CRD 118637
Filing source
Form ADV 633604 · Mar 28, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.