Stephens Asset Management Inc.

Stephens Asset Management Inc. (CRD# 111857) is a financial advisory firm headquartered in Fair Oaks, CA. They manage $61,142,505 in 308 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.


Financial Advisors at Stephens Asset Management Inc.
Showing 1 - 1 of 1 top financial advisors.
Val G. Stephens
CRD#: 1011242
7844 Madison Ave, Ste 120, Fair Oaks, CA 95628

Val Stephens (CRD# 1011242) is an Investment Advisor Representative working at Stephens Asset Management Inc. in Fair Oaks, CA and has over 23 years of experience in the finance industry.

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