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).
Current Firm Details
Stevenson Investment Management, Inc.
By the Numbers
-
Total Assets Under Management15MILLION
-
Total Number of Accounts45ACCOUNTS
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Average Account Value$333,333
Compensation Options
- A percentage of assets under your management
- Hourly charges
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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA
Financial Advisors at Stevenson Investment Management, Inc.
No Advisor Found.
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