Advisor at MoneyCafe Advisors, LLC
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Firm
MoneyCafe Advisors, LLC
Location
Denver, CO 80246
Credentials
Series 65
Industry experience
16 years
Suzue Sato is a financial advisor at MoneyCafe Advisors, LLC in Denver, CO, holding a Series 65 designation with 16 years of industry experience. She has been with MoneyCafe Advisors since 2009. MoneyCafe Advisors serves individual and small-business clients, including high-net-worth households, offering comprehensive financial planning, investment management, and project-based consulting. The firm emphasizes fundamental analysis and longer-term holdings, providing mostly non-discretionary management and coordinating closely with clients and other professionals.
Based on MoneyCafe Advisors, LLC
Financial Planning and Investment Management Services fee: $3,000 to $10,000 annually, based on complexity and scope
$295 per hour
501 S. Cherry St., Suite 1100
Denver, CO 80246
Colorado
MoneyCafe Advisors, LLC
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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