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

Building 2CHARLES STEPHEN AND COMPANY, INC.

Map pinALBUQUERQUE, NM
Phone505-884-0451
NotebookSEC #801-22681
Total AUM
$205M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5951 JEFFERSON COURT NE
SUITE D
ALBUQUERQUE
NM 87109
United States
Operating Hours
8-5
Monday - Friday
Phone
505-884-0451

ReceiptFinancials

Total AUM
$205M
Accounts
450
Discretionary
$125M
Accounts
300
Non-Discretionary
$80M
Accounts
150

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NM

HandshakeAffiliates

View all affiliates →

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

Feature requires an account