Stanford Wealth Management

Stanford Wealth Management (CRD# 120288) is a financial advisory firm headquartered in Incline Village, NV. They manage $20,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

NV

Financial Advisors at Stanford Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Joseph L. Shaefer
CRD#: 419496
774 Mays Blvd, Suite 10, Incline Village, NV 89451
93
Wealthminder
score

Joseph Shaefer (CRD# 419496) is an Investment Advisor Representative working at Stanford Wealth Management in Incline Village, NV and has over 36 years of experience in the finance industry.

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