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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-2018
- Office Locations
- 1
Office Locations
About Sutro Advisors
Sutro Advisors is a San Francisco–based retail RIA providing ongoing financial planning and portfolio management for individuals and families navigating retirement, education funding, home purchase, taxes, and other goals. The firm emphasizes transparent, partner-style advice and implements diversified, actively managed asset-allocation portfolios using mutual funds, ETFs, and fixed income; custody includes Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
STEPHEN CHRISTIAN MILES
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #3254941
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,463,565 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,463,565 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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