Stantum, LLC

Stantum, LLC (CRD# 170360) is a financial advisory firm headquartered in , . They manage $13,482,210 in 26 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $518,547
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, UT

Financial Advisors at Stantum, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald J. Hejna
CRD#: 6291924
2666 E Bayshore Rd, Ste C, Palo Alto, CA 94303

Donald Hejna (CRD# 6291924) is an Investment Advisor Representative working at Stantum, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.

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