Stamos Capital Partners, LP

Stamos Capital Partners, LP (CRD# 134660) is a financial advisory firm headquartered in Menlo Park, CA. They manage $6,108,743,868 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2498 Sand Hill Road, Menlo Park, CA 94025
http://www.linkedin.com/company/sterling-stamos
By the Numbers
  • Total Assets Under Management
    6,109
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $290,892,565
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Stamos Capital Partners, LP
Showing 1 - 1 of 1 top financial advisors.
1
John Schmiedel, financial advisor Menlo Park CA
John R. Schmiedel
CRD#: 1859628
2498 Sand Hill Road, Menlo Park, CA 94025

John Schmiedel (CRD# 1859628) is an Investment Advisor Representative working at Stamos Capital Partners, LP in Menlo Park, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals