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 8 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 15 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 10 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 20 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 29 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 6 years of experience in the finance industry.

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