1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STATHEROS FINANCIAL SOLUTIONS, INC.

Map pinEL DORADO HILLS, CA
Phone916-932-1219
NotebookSEC #801-117649
Total AUM
$926.2M
Employees
15
Clients
626

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1107 INVESTMENT BLVD., STE. 135
EL DORADO HILLS
CA 95762
United States
Operating Hours
8:00 - 3:00PM
Monday - Friday
Phone
916-932-1219
Other Offices
1

ReceiptFinancials

Total AUM
$926.2M
Accounts
1,430
Discretionary
$926.2M
Accounts
1,430
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
394
AUM
$114.4M
HNW Individual Clients
161
AUM
$439.5M
Pension/Profit Sharing Plan Clients
70
AUM
$369.3M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDNVOHORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account