Stuart Dubes Chaussee is a large advisory firm based in Rolling Hills Estates. It manages $42.83 million of regulatory assets for 116 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Stuart Dubes Chaussee provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Stuart Dubes Chaussee is $42.83 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stuart Dubes Chaussee for their services and products based on a percentage of assets under management. 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.
The principal office where Stuart Dubes Chaussee performs its advisory services is located at 670 Silver Spur Road, Suite 221, Rolling Hills Estates, CA 90274 The mailing address of the firm is 468 North Camden Drive, Beverly Hills, CA 90210. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-285-1759 or by fax 310-373-8265. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.preservingwealth.com.