Stolper & Company, Inc.

Stolper & Company, Inc. (CRD# 6911) is a financial advisory firm headquartered in San Diego, CA. They manage $520,083,490 in 230 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    520
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $2,261,233
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

CA, LA, TX

Financial Advisors at Stolper & Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Barbara A. Malone
CRD#: 2000659
600 West Broadway, Suite 1225, San Diego, CA 92101
93
Wealthminder
score

Barbara Malone (CRD# 2000659) is an Investment Advisor Representative working at Stolper & Company, Inc. in San Diego, CA and has over 20 years of experience in the finance industry.

2
Michael N. Stolper
CRD#: 437190
600 West Broadway, Suite 1225, San Diego, CA 92101
93
Wealthminder
score

Michael Stolper (CRD# 437190) is an Investment Advisor Representative working at Stolper & Company, Inc. in San Diego, CA and has over 30 years of experience in the finance industry.

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