Sign in Sign up for free

Jason Stankowski (San Francisco)


Jason Stankowski is an adviser based in San Francisco. It manages $4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010.

Logo

Jason Stankowski provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jason Stankowski: assets under management

The assets under management (AUM) of Jason Stankowski is $4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jason Stankowski for their services and products based on a percentage of assets under management 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.

Based in San Francisco

The principal office where Jason Stankowski performs its advisory services is located at 575 Market Street, San Francisco, CA 94105, 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 415-296-5070 or by fax 415-296-5074. The normal business hours are 5:00am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.castlepeakasset.com.


Registered investment advisers similar to Jason Stankowski