Overview
Assets Under Management: $434 million
Headquarters: CORONADO, CA
High-Net-Worth Clients: 9
Average Client Assets: $47.3 million
Frequently Asked Questions
SESTANTE FAMILY OFFICE is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335152), SESTANTE FAMILY OFFICE is subject to fiduciary duty under federal law.
SESTANTE FAMILY OFFICE is headquartered in CORONADO, CA.
SESTANTE FAMILY OFFICE serves 9 high-net-worth clients according to their SEC filing dated April 22, 2026. View client details ↓
According to their SEC Form ADV, SESTANTE FAMILY OFFICE offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SESTANTE FAMILY OFFICE manages $434 million in client assets according to their SEC filing dated April 22, 2026.
According to their SEC Form ADV, SESTANTE FAMILY OFFICE serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.10%
Average Client Assets: $47.3 million
Total Client Accounts: 16
Discretionary Accounts: 16
Regulatory Filings
CRD Number: 335152
Filing ID: 2097736
Last Filing Date: 2026-04-22 17:49:19