Dss Advisors LLC (Emeryville)

Dss Advisors provides 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.

Dss Advisors: assets under management

The assets under management (AUM) of Dss Advisors LLC is $202.19 million. The company doesn't manage any assets belonging to foreign clients.

Dss Advisors has custody of $1.01 million in cash and securities for 46 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dss Advisors LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Based in Emeryville

The principal office where Dss Advisors LLC performs its advisory services is located at 2000 Powell Street, Emeryville, CA 94608, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-450-1300 or by fax 510-450-1325. The normal business hours are 8:00am to 5:00pm on Monday - Friday.

Registered investment advisers similar to Dss Advisors LLC

• Dougherty & Associates Financial Advisors
• Pine Street Alternative Asset Management
• Bandera Partners Management
• Levitt Grossman Capital Management
• Kestrel Investment Management Corp
• Growth Stock Outlook
• Hammer Asset Management
• Pacwest Financial Management, Inc., Dba Arizona Pacwest Financia
• Keeble & Pyke Financial Advisors
• Bell & Brown Wealth Advisors
• Cloud Capital
• Norman Fields, Gottscho Capital Management
• Compass Wealth Advisors
• Advisory Partners
• Hudson Advisor Services