Straight Investment Advisers, Inc. (Berkeley)

Straight Investment Advisers, Inc. is a large advisory firm based in Berkeley. It manages $25.51 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Colorado, and 4 other states.

Straight Investment Advisers provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, 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.

Straight Investment Advisers: assets under management

The assets under management (AUM) of Straight Investment Advisers, Inc. is $25.51 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 $25.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.51 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Straight Investment Advisers, Inc. for their services and products based on a percentage of assets under management, hourly charges, 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.

Careers at Straight Investment Advisers, Inc.

George Mark Feiger has been acting as President since 1 Mar 2004. Lisa Ann Contillo joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Welman Holdings	Parent company	1 Mar 2004	75% - 100%	20-0942463
George Mark Feiger	President/director	1 Mar 2004	Other	4811031
Carl Thomas Hoburg	Director	1 Mar 2004	Other	4819575
David Bryan Magee	Director	1 Mar 2004	Other	2341057
Bruce William Roat	Director	1 Apr 2004	Other	4819581
Thomas Lewis Trine	Director	1 Apr 2004	Other	4819586
Rosemarie Garcia Rodriguez	Chief compliance officer	1 Apr 2004	Other	4819590
Lisa Ann Contillo	Director	1 Aug 2004	Other	1944266
Carol Kristen Burns	Director	1 Aug 2004	Other	2321015

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Zions Bancorporation	Parent	1 Aug 1991	75% - 100%	87-0227400
Zions First National Bank	Shareholder	1 Apr 2004	75% - 100%	87-0189025

Based in Berkeley

The principal office where Straight Investment Advisers, Inc. performs its advisory services is located at Attention: Susanne Buchanan, Berkeley, CA 94710 1749, which is also the mailing address of the firm. An additional office of the firm is in Salt Lake City, UT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (510) 558-6000 or by fax (510) 558-6002. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.