Stephens Consulting, LLC

Stephens Consulting, LLC (CRD# 308970) is a financial advisory firm headquartered in Flint, MI. They manage $918,431,173 in 2,879 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
5206 Gateway Centre, Suite 300, Flint, MI 48507
https://www.linkedin.com/company/pearlplanningwealth
By the Numbers
  • Total Assets Under Management
    918
    MILLION
  • Total Number of Accounts
    2,879
    ACCOUNTS
  • Average Account Value
    $319,010
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, MA, MI, MO, NC, NE, NH, NJ, NY, OH, TX, VA

Financial Advisors at Stephens Consulting, LLC
No Advisor Found.

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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