De Luchi, Stephen Frank is an adviser based in Alameda. It manages $20.08 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.
De Luchi, Stephen Frank 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.
The assets under management (AUM) of De Luchi, Stephen Frank is $20.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay De Luchi, Stephen Frank for their services and products based on a percentage of assets under management, hourly charges, 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.
The principal office where De Luchi, Stephen Frank performs its advisory services is located at 2952 Gibbons Drive, Alameda, CA 94501 1769, 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 510-521-6632 or by fax 510-523-8725. The normal business hours are 06:00 to 17:00 on Monday - Friday. You can find more information about the New York firm at www.deluchi.com.