Stanford Wealth Management
Stanford Wealth Management (CRD# 120288) is a financial advisory firm headquartered in Incline Village, NV. They manage $18,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$360,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Joseph Shaefer (CRD# 419496) is an Investment Advisor Representative working at Stanford Wealth Management in Incline Village, NV and has over 37 years of experience in the finance industry.