Standard Investment Advisors

Standard Investment Advisors (CRD# 23505) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $16,024,396 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $667,683
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Standard Investment Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Jay A. Geier
CRD#: 5520668
Lake Forest, CA
93
Wealthminder
score

Jay Geier (CRD# 5520668) is an Investment Advisor Representative working at Standard Investment Advisors in Lake Forest, CA and has over 9 years of experience in the finance industry.

2
Philip H. Milner
CRD#: 4329088
2801 Bristol St. Suite 100, Costa Mesa, CA 92626
93
Wealthminder
score

Philip Milner (CRD# 4329088) is an Investment Advisor Representative working at Standard Investment Advisors in Costa Mesa, CA and has over 16 years of experience in the finance industry.

3
Mark A. Mittmann
CRD#: 5080856
2801 Bristol Street Suite #100, Costa Mesa, CA 92626
93
Wealthminder
score

Mark Mittmann (CRD# 5080856) is an Investment Advisor Representative working at Standard Investment Advisors in Costa Mesa, CA and has over 11 years of experience in the finance industry.

4
George E. Hill
CRD#: 2720961
2801 Bristol St. Suite 100, Costa Mesa, CA 92626
83
Wealthminder
score

George Hill (CRD# 2720961) is an Investment Advisor Representative working at Standard Investment Advisors in Costa Mesa, CA and has over 21 years of experience in the finance industry.

5
John H. Norberg
CRD#: 1020638
2801 Bristol St. Suite 100, Costa Mesa, CA 92626
81
Wealthminder
score

John Norberg (CRD# 1020638) is an Investment Advisor Representative working at Standard Investment Advisors in Costa Mesa, CA and has over 30 years of experience in the finance industry.

6
Stephen J. Watson
CRD#: 5838122
2801 Bristol Street Suite #100, Costa Mesa, CA 92626
81
Wealthminder
score

Stephen Watson (CRD# 5838122) is an Investment Advisor Representative working at Standard Investment Advisors in Costa Mesa, CA and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.