Stuart Chaussee & Associates is based out of Rancho Palos Verdes. Stuart Chaussee & Associates is a large advisory firm with 113 clients and discretionary assets under management (AUM) of $143,134,340 (Form ADV from 2018-02-14). Their last reported 13F filing for Q4 2018 included $131,262,000 in managed 13F securities and a top 10 holdings concentration of 97.34%. Stuart Chaussee & Associates's largest holding is iShares Edge MSCI Min Vol USA ETF with shares held of 1,163,377. Whalewisdom has at least 15 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2018-11-14
|Performance for Q3 2018:||-3.82%|
|Performance Last 4 Quarters:||-2.83%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||1|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management|
|Amount of client funds and securities:||18,985,000|
|Total Number of Clients:||113|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|
|Name||Title||Start Date||Direct/Indirect||% Ownership|
|CHAUSSEE, STUART, DUBES||PRESIDENT/CHIEF COMPLIANCE OFFICER||12/01/1996||Direct||75% or more|