Stantum, LLC
Stantum, LLC (CRD# 170360) is a financial advisory firm headquartered in , . They manage $22,359,617 in 26 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Stantum, LLC
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$859,985
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, UT
Financial Advisors at Stantum, LLC
1
Donald Hejna (CRD# 6291924) is an Investment Advisor Representative working at Stantum, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.
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