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STARMONT ASSET MANAGEMENT, LLC
STARMONT ASSET MANAGEMENT, LLC
SAN RAMON, California
·
2 registered advisors
·
CRD# 118637
SEC# 801-60863
925-830-2100
01
Firm Overview
AUM
$100M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STARMONT ASSET MANAGEMENT, LLC
2 registered advisors
C Todd Conover
SAN RAMON, California
CRD# 3066534
Harvey Allen Rowen
SAN RAMON, California
CRD# 2215777
05
Office Locations
SAN RAMON, California
2 advisors
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Data sourced from SEC Form ADV filings. STARMONT ASSET MANAGEMENT, LLC (CRD# 118637) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.