Certus Asset Advisors Corporation (San Francisco)

Name: Certus Asset Advisors Corporation
Address: One Bush Street, Ste. 450, San Francisco, CA, 94104
Telephone: 415-399-4450

Certus Asset Advisors Corporation is a large advisory firm based in San Francisco. It manages $8.58 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Certus Asset Advisors Corporation provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Certus Asset Advisors Corporation: assets under management

The assets under management (AUM) of Certus Asset Advisors Corporation is $8.58 billion. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.11 billion in discretionary accounts and $4.48 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $241.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $319.8 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Certus Asset Advisors Corporation for their services and products based on a percentage of assets under management and fixed fees. 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 Certus Asset Advisors Corporation

Ronald Philip O'hanley has been acting as President since 1 Feb 1997. Guy Andrew Hudson joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mellon Bank Corporation	Shareholder	1 May 1995	75% - 100%	25-1233934
Mellon Corporation	Shareholder	1 May 1995	75% - 100%	25-1233934
Mellon Financial Corporation	Shareholder	1 May 1995	75% - 100%	25-1233934
Christopher Mark Condron	Director	1 Jun 1995	Other	51937
Ronald Philip O'hanley	Director	1 Feb 1997	Other	4331592
Bruce Frank Vane	Senior vice president	1 May 1997	Other	3125834
Eric Baumhoff	Senior vice president, cio	1 May 1997	Other	2164068
Robert Mccormish	Chairman of the board	1 Apr 2000	Other	1976545
Scott Francis Powers	Director	1 Apr 2000	Other	1482612
John Joseph Nagoniak	Director	1 Jul 2000	Other	4334095
John Joseph Nagorniak	Director	1 Jul 2000	Other	4334095
Guy Andrew Hudson	Director	1 Jul 2001	Other	4432332

Based in San Francisco

The principal office where Certus Asset Advisors Corporation performs its advisory services is located at One Bush Street, Ste. 450, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-399-4450 or by fax 415-399-4499. The normal business hours are 7:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at certusadvisors.com/.