Overview
Assets Under Management: $182 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 34
Average Client Assets: $1.6 million
Frequently Asked Questions
STAINES FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299405), STAINES FINANCIAL, LLC is subject to fiduciary duty under federal law.
STAINES FINANCIAL, LLC is headquartered in ROSEVILLE, CA.
STAINES FINANCIAL, LLC serves 34 high-net-worth clients according to their SEC filing dated March 16, 2024. View client details ↓
According to their SEC Form ADV, STAINES FINANCIAL, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
STAINES FINANCIAL, LLC manages $182 million in client assets according to their SEC filing dated March 16, 2024.
According to their SEC Form ADV, STAINES FINANCIAL, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.89%
Average Client Assets: $1.6 million
Total Client Accounts: 359
Discretionary Accounts: 359
Regulatory Filings
CRD Number: 299405
Filing ID: 1846760
Last Filing Date: 2024-03-16 08:11:00