Certus Asset Advisors Corporation is a large advisory firm based in San Francisco. It manages $8.58 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Certus Asset Advisors Corporation provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Certus Asset Advisors Corporation is $8.58 billion. The firm's AUM has grown by 18% 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 Certus Asset Advisors Corporation for their services and products based on a percentage of assets under management 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.
Ronald Philip O'hanley has been acting as President since 1 Feb 1997. Guy Andrew Hudson joined the executive team most recently as the Director.
The principal office where Certus Asset Advisors Corporation performs its advisory services is located at One Bush Street, Ste. 450, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-399-4450 or by fax 415-399-4499. The normal business hours are 7:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at certusadvisors.com/.