AdvisorOS Directory
Claim Profile
CC

C Todd Conover

STARMONT ASSET MANAGEMENT, LLC·SAN RAMON, California
Unclaimed Profile
BISHOP RANCH 6, SAN RAMON, CA 94583CRD# 3066534Firm CRD# 118637
01

About

C Todd Conover is a registered financial advisor based in SAN RAMON, California, affiliated with STARMONT ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STARMONT ASSET MANAGEMENT, LLC
STARMONT ASSET MANAGEMENT, LLC
AUM
$100M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STARMONT ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3066534
Firm CRD# 118637
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAMON?

Browse all registered financial advisors in SAN RAMON, California or claim this profile if it's yours.

Browse SAN RAMON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does C Todd Conover offer?
C Todd Conover specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.
What are C Todd Conover's credentials?
C Todd Conover is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is C Todd Conover located?
C Todd Conover is based in SAN RAMON, California, working with STARMONT ASSET MANAGEMENT, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does C Todd Conover charge for services?
C Todd Conover's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STARMONT ASSET MANAGEMENT, LLC?
STARMONT ASSET MANAGEMENT, LLC has approximately 1 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN RAMON
Franklin C. Newsom — PRESIDIUM PARTNERS, LLCSusan Jean Peakall — NORTH POINT ADVISORSDennis Lin Chen — GPS CAPITAL MANAGEMENT, LLCBlake William Daniels — PROSPERITY WEALTH MANAGEMENT, INC.John D Nguyen — JDN CAPITAL MANAGEMENT, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile