Net Equity Associates (Burlingame)

Name: Net Equity Associates
Address: 111 Anza Blvd., Suite 330, Burlingame, CA, 94010
Telephone: 650-696-1650

Net Equity Associates is a large advisory firm based in Burlingame. It manages $55.08 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Net Equity Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Net Equity Associates: assets under management

The assets under management (AUM) of Net Equity Associates is $55.08 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54.1 million in discretionary accounts and $975.3 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $97.53 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Net Equity Associates 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.

Careers at Net Equity Associates

Robert Bailey Setser has been acting as President since 1 Dec 1989. Stephen Lytton Schwerin joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Bailey Setser	President	1 Dec 1989	50% - 75%	1005169
Stephen Lytton Schwerin	Vice president	1 Mar 1999	50% - 75%	1998461

Based in Burlingame

The principal office where Net Equity Associates performs its advisory services is located at 111 Anza Blvd., Suite 330, Burlingame, CA 94010, 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 650-696-1650 or by fax 650-696-1653. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.netequityassociates.com.