Be advised. This firm is no longer registered.

Ken Stern & Associates Inc.

Ken Stern & Associates Inc. (CRD# 110092) is a financial advisory firm headquartered in San Diego, CA. They manage $367,665,006 in 891 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    891
    ACCOUNTS
  • Average Account Value
    $412,643
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, IL, NY, TN, TX

Financial Advisors at Ken Stern & Associates Inc.
No Advisor Found.
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