SISTO INVESTMENT ADVISORY, LLC

RIASEC Registered

Total AUM

$54.6M

Discretionary

$54.6M

100% of AUM

Avg account

$361K

Accounts

151

Employees

Advisory reps

Firm details

Headquarters: ROSEVILLE, California
CRD number: 284949
Website: sistoadvisory.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.67%
Pension & Profit Sharing Plans21.42%
Individuals18.38%
Corporations / Businesses4.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Sisto Investment Advisory, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves a mix of individual/family and institutional clients and combines investment management with financial planning and related consulting work. Stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm is also identified with accounting activities, indicating either practitioner background or ancillary accounting services. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The adviser does not present itself as an active ESG investor and is not flagged as a multi-state adviser.