Stanford Wealth Management

Stanford Wealth Management (CRD# 120288) is a financial advisory firm headquartered in Incline Village, NV. They manage $17,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
774 Mays Blvd, Suite 10-226, Incline Village, NV 89451
http://www.stanfordwealth.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $340,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Shaefer, financial advisor Incline Village NV
Joseph L. Shaefer
CRD#: 419496
774 Mays Blvd, Suite 10, Incline Village, NV 89451

Joseph Shaefer (CRD# 419496) is an Investment Advisor Representative working at Stanford Wealth Management in Incline Village, NV and has over 43 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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