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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Quantum foundationDelta +more
- Established Date
- 01-19-2010
- Office Locations
- 1
Office Locations
About Moneycafe Advisors, LLC
MoneyCafe Advisors is a Denver-based RIA founded by bilingual advisor Suzue Sato, focused on U.S.–Japan and cross-cultural households. The firm provides comprehensive financial planning and investment/wealth management for retirees and near-retirees, women in transition, intercultural couples, expatriates, and small business owners (e.g., Solo 401(k), SEP/SIMPLE IRA setup). It coordinates estate planning with attorneys and tax planning with CPAs, serving clients in English or Japanese.
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Owner & Executives
SUZUE SATO
Chief Compliance Officer, Managing Member, President
- CRD
- #5641830
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $461,556 | -- |
| Non-Discretionary | $13,127,388 | -- |
| Total | $13,588,944 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,588,944
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,381,625,699 | 24.3% |
| Equity - Exchange | $1,375,939,996 | 24.2% |
| Cash | $2,928,136,768 | 51.5% |
| Total | $5,685,702,463 | 100.0% |