Overview
Assets Under Management: $1.0 billion
Headquarters: WESTLAKE, TX
High-Net-Worth Clients: 527
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 527
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,164
Discretionary Accounts: 3,164
Regulatory Filings
CRD Number: 282103
Filing ID: 1969913
Last Filing Date: 2025-03-28 12:39:00
Website: https://stansberryam.com