$11.0M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2010
- Office Locations
- 1
Office Locations
3450 Sacramento ST 242 SAN Francisco CA
About Fidere
FIDERE is a San Francisco-based RIA providing financial planning and portfolio construction for entrepreneurs, including estate, tax, insurance, charitable giving, and business succession planning. The firm focuses on asset allocation and risk management, with SMA portfolios invested primarily in ETFs and custody at Charles Schwab.
Team overview
62 AVG AGE
$11.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT HARRY STUTCH
Chief Executive Officer
- CRD
- #1296330
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,391,482 | -- |
| Non-Discretionary | $624,951 | -- |
| Total | $11,016,433 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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