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Building 2STEPHENS INVESTMENT MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone(415) 835-3819
NotebookSEC #801-65668
Total AUM
$201.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE SANSOME STREET
SUITE 2900
SAN FRANCISCO
CA 94104
USA
Operating Hours
6:00 AM - 6:00 PM
Monday - Friday
Phone
(415) 835-3819

ReceiptFinancials

Total AUM
$201.6M
Accounts
6
Discretionary
$201.6M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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