Stanford Investment Group, Inc.
Stanford Investment Group, Inc. (CRD# 10331) is a financial advisory firm headquartered in Mountain View, CA. They manage $801,210,869 in 985 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management801MILLION
Total Number of Accounts985ACCOUNTS
Average Account Value$813,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Talia provides customized financial planning and wealth building strategies for SIG clients and their families. She brings experience in philanthropic planning from her years in development at the School of Engineering at Stanford University. She later co-founded SearchFox (acquired by Yahoo) and joined Stanford Investment Group in 2005. Her passion for philanthropy and expertise in equity compensation/liquidity event planning empowers clients to make financial decisions that are both wise and personally meaningful.
Jeffrey Keimer (CRD# 845620) is an Investment Advisor Representative working at Stanford Investment Group, Inc. in Mountain View, CA and has over 25 years of experience in the finance industry. Jeffrey Keimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lisa Barnea (CRD# 1933481) is an Investment Advisor Representative working at Stanford Investment Group, Inc. in Mountain View, CA and has over 26 years of experience in the finance industry.
Cliff Loh (CRD# 5465489) is an Investment Advisor Representative working at Stanford Investment Group, Inc. in Mountain View, CA and has over 2 years of experience in the finance industry.