Stevenson Investment Management, Inc.
Stevenson Investment Management, Inc. (CRD# 117373) is a financial advisory firm headquartered in Coralville, IA. They manage $15,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$333,333
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Richard Stevenson (CRD# 4485665) is an Investment Advisor Representative working at Stevenson Investment Management, Inc. in Coralville, IA and has 1 year of experience in the finance industry.