Sackett Paul Edmunds Jr is a large advisory firm based in Larkspur. It manages $61.61 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Sackett Paul Edmunds Jr provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sackett Paul Edmunds Jr is $61.61 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -48% 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 Sackett Paul Edmunds Jr 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.
The principal office where Sackett Paul Edmunds Jr performs its advisory services is located at 60 E Sir Francis Drake Blvd, Larkspur, CA 94939 The mailing address of the firm is P.O. Box 276, Corte Madera, CA 94976. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-257-2660 or by fax 415-259-0462. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday.