Stephenson And Company

Stephenson And Company (CRD# 167629) is a financial advisory firm headquartered in Dover, OH. They manage $4,000,000 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $54,795
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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.

OH

Financial Advisors at Stephenson And Company
Showing 1 - 1 of 1 top financial advisors.
1
Lucien A. Stephenson
CRD#: 3084925
Dover, OH
83
Wealthminder
score

Lucien Stephenson (CRD# 3084925) is an Investment Advisor Representative working at Stephenson And Company in Dover, OH and has over 18 years of experience in the finance industry.

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