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
By the Numbers
-
Total Assets Under Management266MILLION
-
Total Number of Accounts494ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Stephenson And Company, Inc.
1
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 (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.
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