Staines Financial, LLC
Staines Financial, LLC (CRD# 299405) is a financial advisory firm headquartered in Roseville, CA. They manage $181,880,836 in 359 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management182MILLION
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Total Number of Accounts359ACCOUNTS
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Average Account Value$506,632
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
Registered Investment Advisor
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
1
Stephen Belasco (CRD# 5843249) is an Investment Advisor Representative working at Staines Financial, LLC in Roseville, CA and has over 11 years of experience in the finance industry.
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