De Luchi, Stephen Frank (Alameda)

Name: De Luchi, Stephen Frank
Address: 2952 Gibbons Drive, Alameda, CA, 94501 1769
Telephone: 510-521-6632

De Luchi, Stephen Frank is an adviser based in Alameda. It manages $20.08 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

De Luchi, Stephen Frank provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

De Luchi, Stephen Frank: assets under management

The assets under management (AUM) of De Luchi, Stephen Frank is $20.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $446.2 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay De Luchi, Stephen Frank for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alameda

The principal office where De Luchi, Stephen Frank performs its advisory services is located at 2952 Gibbons Drive, Alameda, CA 94501 1769, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-521-6632 or by fax 510-523-8725. The normal business hours are 06:00 to 17:00 on Monday - Friday. You can find more information about the New York firm at www.deluchi.com.

De Luchi, Stephen Frank (Alameda)

De Luchi, Stephen Frank: assets under management

Fees & Commissions

Based in Alameda

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