Stevenson Advisors, LLC

Stevenson Advisors, LLC (CRD# 284943) is a financial advisory firm headquartered in Aspen, CO. They manage $14,300,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
627 W Main St, Aspen, CO 81611
https://stevensoncap.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $2,042,857
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Stevenson Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adam Stevenson, financial advisor Aspen CO
Adam Stevenson
CRD#: 5560128
627 W Main St, Aspen, CO 81611

Adam Stevenson (CRD# 5560128) is an Investment Advisor Representative working at Stevenson Advisors, LLC in Aspen, CO and has over 15 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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