Staines Financial, LLC

Staines Financial, LLC (CRD# 299405) is a financial advisory firm headquartered in Roseville, CA. They manage $181,587,733 in 340 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1420 Rocky Ridge Drive, Suite 250, Roseville, CA 95661
https://www.stainesfinancial.com
By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $534,082
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NH, NJ, NV, OR, PA, TX

Financial Advisors at Staines Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Belasco, financial advisor Roseville CA
Stephen A. Belasco
CRD#: 5843249
1420 Rocky Ridge Drive, Suite 250, Roseville, CA 95661

Stephen Belasco (CRD# 5843249) is an Investment Advisor Representative working at Staines Financial, LLC in Roseville, CA and has over 10 years of experience in the finance industry.

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