Iniciar sesión Regístrese gratis

Maloon Powers & Pitre LLC (San Ramon)


Maloon Powers & Pitre LLC is a large advisory firm based in San Ramon. It manages $447.32 million of regulatory assets for 1,930 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.

Logo



Maloon Powers & Pitre provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Maloon Powers & Pitre: assets under management

The assets under management (AUM) of Maloon Powers & Pitre LLC is $447.32 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $249.09 million in discretionary accounts and $198.22 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $239.74 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $222.47 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maloon Powers & Pitre LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 San Ramon

The principal office where Maloon Powers & Pitre LLC performs its advisory services is located at 2303 Camino Ramon, Suite 250, San Ramon, CA 94583, 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 925.275.1000 or by fax 925.275.9109. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.calfinad.com.


Registered investment advisers similar to Maloon Powers & Pitre LLC