R.J. Sutts & Company (St.Clair Shores)

R.J. Sutts & Company is an adviser based in St.Clair Shores. It manages $20.68 million of regulatory assets for 231 client accounts. It has been registered with the SEC as an adviser since 2001.

R.J. Sutts & Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

R.J. Sutts & Company: assets under management

The assets under management (AUM) of R.J. Sutts & Company is $20.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $89.5 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay R.J. Sutts & Company 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.

Careers at R.J. Sutts & Company

Robert Joseph Sutts has been acting as President since 1 Nov 1996. Maxine Elizabeth Sutts joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Joseph Sutts	President	1 Nov 1996	50% - 75%	4379196
Maxine Elizabeth Sutts	Treasurer	1 Jan 1998	25% - 50%	4379200
David Robert Sutts	Vice president	1 Jan 1998	Other	4379204

Based in St.Clair Shores

The principal office where R.J. Sutts & Company performs its advisory services is located at 24020 Violet Lane, St.Clair Shores, MI 48082, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.