Stamos Capital Partners, LP
Stamos Capital Partners, LP (CRD# 134660) is a financial advisory firm headquartered in Menlo Park, CA. They manage $3,949,162,766 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3,949MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$50,630,292
- A percentage of assets under your management
- Performance-based fees
- 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)
John Schmiedel (CRD# 1859628) is an Investment Advisor Representative working at Stamos Capital Partners, LP in Menlo Park, CA and has over 18 years of experience in the finance industry.