Stephenson And Company, Inc.

Stephenson And Company, Inc. (CRD# 111453) is a financial advisory firm headquartered in San Clemente, CA. They manage $266,373,224 in 494 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
241 Avenida Del Mar, San Clemente, CA 92672
http://www.stephensonfinancial.com
By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    494
    ACCOUNTS
  • Average Account Value
    $539,217
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
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Stephenson And Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bradley Stephenson, financial advisor San Clemente CA
Bradley Stephenson
CRD#: 862866
241 Avenida Del Mar, San Clemente, CA 92672

Bradley Stephenson (CRD# 862866) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 38 years of experience in the finance industry.

2
Riley Stephenson, financial advisor San Clemente CA
Riley S. Stephenson
CRD#: 5948265
241 Avenida Del Mar, San Clemente, CA 92672

Riley Stephenson (CRD# 5948265) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 11 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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