Starmont Asset Management LLC (San Francisco)


Starmont Asset Management LLC is a large advisory firm based in San Francisco. It manages $52.75 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Starmont Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Starmont Asset Management: assets under management

The assets under management (AUM) of Starmont Asset Management LLC is $52.75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $52.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.1 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Starmont Asset Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Starmont Asset Management LLC performs its advisory services is located at Citicorp Center, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Mountain View, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-392-9400 or by fax 415-392-9402. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.starmont.com.