Siphron Capital Management is an adviser based in Beverly Hills. It manages $71.86 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Siphron Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Siphron Capital Management is $71.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Siphron Capital Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Clyde Siphron has been acting as President since 1 Sep 1992. Melissa Lambrecht Siphron joined the executive team most recently as the Assistant Vice President.
The principal office where Siphron Capital Management performs its advisory services is located at 280 S. Beverly Drive, Beverly Hills, CA 90212 3904, 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 (310) 858-7281 or by fax (310) 858-0312. The normal business hours are 6:30am to 3:30pm on Monday - Friday.