Sife is a large advisory firm based in Walnut Creek. It manages $706.55 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Sife provides portfolio management for investment companies. 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 Sife is $706.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sife 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.
Sife is owned by Charles Walton Jr Froehlich. Diane Katherine Belding has been acting as President since 1 Nov 1982. Joseph P. Colmery joined the executive team most recently as the Independent Director.
The principal office where Sife performs its advisory services is located at 100 N. Wiget Lane, Walnut Creek, CA 94598, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 925-988-2400 or by fax 925-943-1783. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.sife.com.