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Stephen James Motte

MOTTE MANAGERS, LLC·PERRIS, California
Clean recordMOTTE MANAGERS, LLC
445 S D ST., PERRIS, CA 92570CRD# 5328225Firm CRD# 143895

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen James Motte · PERRIS, CA
Registration
CRD #5328225 · MOTTE MANAGERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen James Motte is a registered financial advisor based in PERRIS, California, affiliated with MOTTE MANAGERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MOTTE MANAGERS, LLC
MOTTE MANAGERS, LLC
AUM
$789K
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MOTTE MANAGERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5328225
Firm CRD# 143895
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen James Motte offer?
Stephen James Motte specializes in Investment Management, Wealth Management. Contact their office in PERRIS, California for a consultation.
What are Stephen James Motte's credentials?
Stephen James Motte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen James Motte located?
Stephen James Motte is based in PERRIS, California, working with MOTTE MANAGERS, LLC. Their office serves clients in the PERRIS metropolitan area and surrounding communities.
How does Stephen James Motte charge for services?
Stephen James Motte's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOTTE MANAGERS, LLC?
MOTTE MANAGERS, LLC has approximately 1 employees and manages $789K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOTTE MANAGERS, LLC

Scott Daniel Motte
PERRIS, CA
John Dennis Motte
PERRIS, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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