VerifiedInvestment Management· Founded 1982

Caldwell Sutter Capital, Inc

Caldwell Sutter Capital Inc, formerly Caldwell Securities, Inc. opened for business in 1982, over 35 years ago. We are an employee owned investment advisory firm and independent full-service broker dealer serving the wealth management needs of individuals, families, and institutions with a focus on long term capital appreciation and preservation.

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Sausalito, United States16(11 to 50)$1M to <$10M1982cald.com LinkedIn

Verified contacts

14

available on Kipplo

LinkedIn employees

16

11 to 50 range

Open roles

—

no listings

Distinct roles

12

indexed titles

Tech stack

1

tools in use

Monthly traffic

26

organic / mo

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Top roles at Caldwell Sutter Capital, Inc

12 distinct titles indexed · top 10 shown.

3managing director
1certified wealth strategist
1chief financial officer
1consultant
1financial consultant
1managing director & head of municipal research
1managing director fixed income trading
1operations manager
1portfolio manager
1sr managing director
+2more titles

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