Dusty
Hoetger

Brown Robello Capital Management, LLC

CRD#5015684
Investment Advisor
in Sacramento, CA
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About this Advisor

Dusty Hoetger is a certified financial planner who works in Sacramento, California, with a total of 13 years of financial industry experience. Hoetger is on the advisory team at Brown Robello Capital Management, LLC. During their career, Hoetger has held roles at Avisen Securities, Inc and Brown Robello Capital Management, LLC. Hoetger has a Series 63 license, designating them as a securities agent, and is approved to work in California. Brown Robello Capital Management, LLC is a financial advisory business that has its headquarters in Sacramento, California. The investment advisory business has a total of seven financial advisors. It administers $222 million in assets under management across its 325 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 325 accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Brown Robello Capital Management, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely are based on the type of financial services offered. However, fee types billed by Brown Robello Capital Management, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3620 American River Drive Suite 145
Sacramento, CA 95864

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Brown Robello Capital Management, LLC Brokerage Details

Total Assets Under Management

$222,408,285

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

325

CA Average: 3,727
Average Account Size

$684,333

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Dusty Hoetger Work History

Dusty has 13 years of experience.

2011 - Present (8 years)

Brown Robello Capital Management, LLC

2005 - Present (14 years)

Avisen Securities, Inc

Disclosures

Dusty Hoetger has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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