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).
Total Assets Under Management20MILLION
Total Number of Accounts60ACCOUNTS
Average Account Value$333,333
- 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 35 years of experience in the finance industry.