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Building 2STEPHENSON AND COMPANY, INC.

Map pinSAN CLEMENTE, CA
Phone949-727-4255
NotebookSEC #801-117128
Total AUM
$447M
Employees
5
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
241 AVENIDA DEL MAR
SAN CLEMENTE
CA 92672
United States
Operating Hours
8:30 A.M. - 5:00P.M.
Monday - Friday
Phone
949-727-4255
Other Offices
1

ReceiptFinancials

Total AUM
$447M
Accounts
656
Discretionary
$353.4M
Accounts
531
Non-Discretionary
$93.6M
Accounts
125

ContactClients

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Individual Clients
133
AUM
$41.7M
HNW Individual Clients
132
AUM
$402.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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