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Sugarman, Jason Adam (Newport Beach)


Sugarman, Jason Adam is a large advisory firm based in Newport Beach. It manages $215 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Sugarman, Jason Adam provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sugarman, Jason Adam: assets under management

The assets under management (AUM) of Sugarman, Jason Adam is $215 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $215 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71.67 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sugarman, Jason Adam for their services and products based on 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.

Based in Newport Beach

The principal office where Sugarman, Jason Adam performs its advisory services is located at 26 Corporate Plaza, Newport Beach, CA 92660, 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 949-729-1660 or by fax 949-729-1665. The normal business hours are 9 am to 5 pm on Monday - Friday.


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