Stephenson And Company, Inc.

Stephenson And Company, Inc. (CRD# 111453) is a financial advisory firm headquartered in San Clemente, CA. They manage $89,801,394 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $498,897
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
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Stephenson And Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bradley Stephenson
CRD#: 862866
241 Avenida Del Mar, San Clemente, CA 92672
96
Wealthminder
score

Bradley Stephenson (CRD# 862866) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 33 years of experience in the finance industry. Bradley Stephenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Riley S. Stephenson
CRD#: 5948265
241 Avenida Del Mar, San Clemente, CA 92672
93
Wealthminder
score

Riley Stephenson (CRD# 5948265) is an Investment Advisor Representative working at Stephenson And Company, Inc. in San Clemente, CA and has over 5 years of experience in the finance industry. Riley Stephenson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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