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).
Total Assets Under Management4MILLION
Total Number of Accounts73ACCOUNTS
Average Account Value$54,795
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Lucien Stephenson (CRD# 3084925) is an Investment Advisor Representative working at Stephenson And Company in Dover, OH and has over 19 years of experience in the finance industry.