Stolper & Company, Inc.

Stolper & Company, Inc. (CRD# 6911) is a financial advisory firm headquartered in San Diego, CA. They manage $615,617,060 in 205 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    616
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $3,003,010
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

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

Barbara Malone (CRD# 2000659) is an Investment Advisor Representative working at Stolper & Company, Inc. in San Diego, CA and has over 28 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.