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Building 2STEPHENS ASSET MANAGEMENT INC

Map pinFAIR OAKS, CA
Phone916-863-6330
NotebookSEC #801-57656
Total AUM
$43.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7844 MADISON AVE STE 120
FAIR OAKS
CA 95628
United States
Operating Hours
8-4:30 PM
Monday - Friday
Phone
916-863-6330

ReceiptFinancials

Total AUM
$43.1M
Accounts
84
Discretionary
$43.1M
Accounts
84
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTLAMDNVORTXUT

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

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