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Building 2KEN STERN & ASSOCIATES INC

Map pinSAN DIEGO, CA
Phone858-485-0404
NotebookSEC #801-56991
Total AUM
$408.2M
Employees
9
Clients
433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3655 NOBEL DRIVE
SUITE 630
SAN DIEGO
CA 92122
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
858-485-0404

ReceiptFinancials

Total AUM
$408.2M
Accounts
871
Discretionary
$358.1M
Accounts
858
Non-Discretionary
$50.1M
Accounts
13

ContactClients

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Individual Clients
161
AUM
$47.2M
HNW Individual Clients
242
AUM
$324M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
17
AUM
$15.1M
Charitable Organization Clients
5
AUM
$10.6M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$11.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIILNYTNTX

HandshakeAffiliates

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

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