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Building 2STOLPER & CO., INC.

Map pinSAN DIEGO, CA
Phone619-231-9102
NotebookSEC #801-11646
Total AUM
$615.7M
Employees
2
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2305 HISTORIC DECATUR RD
SUITE 100
SAN DIEGO
CA 92106
United States
Operating Hours
8:30AM - 4:30 PM
Monday - Friday
Phone
619-231-9102

ReceiptFinancials

Total AUM
$615.7M
Accounts
176
Discretionary
$489.4M
Accounts
169
Non-Discretionary
$126.3M
Accounts
7

ContactClients

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Individual Clients
16
AUM
$8M
HNW Individual Clients
44
AUM
$413.6M
Pension/Profit Sharing Plan Clients
1
AUM
$958.5K
Charitable Organization Clients
4
AUM
$193.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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