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CSUITE INVESTMENT LLC
CRD 299116
112 RAFAEL DR., SAN RAFAEL, CA, 94901, United States
Phone
415-861-9461
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$45.1M
Discretionary AUM
$45.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.4M |
| High net worth individuals | 26 | $43.7M |
All web addresses on file
Official SEC filing: View on IAPD