Caves Preston Stilson is a large advisory firm based in Manhattan Beach. It manages $132.45 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2001.
Caves Preston Stilson provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Caves Preston Stilson is $132.45 million. The firm's AUM has grown by 172% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Caves Preston Stilson for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Caves Preston Stilson is owned by Preston Stilson Caves. Susan Lee Mazzoni joined the executive team most recently as the Chief Compliance Officer.
The principal office where Caves Preston Stilson performs its advisory services is located at 1334 Park View Ave,Ste 100, Manhattan Beach, CA 90266, 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 310-545-4179 or by fax 310-546-8153. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.cavesassociates.net.