Overview
Assets Under Management: $810 million
Headquarters: EL DORADO HILLS, CA
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Frequently Asked Questions
STATHEROS FINANCIAL SOLUTIONS, INC. 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 #306217), STATHEROS FINANCIAL SOLUTIONS, INC. is subject to fiduciary duty under federal law.
STATHEROS FINANCIAL SOLUTIONS, INC. is headquartered in EL DORADO HILLS, CA.
STATHEROS FINANCIAL SOLUTIONS, INC. serves 162 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, STATHEROS FINANCIAL SOLUTIONS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
STATHEROS FINANCIAL SOLUTIONS, INC. manages $810 million in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, STATHEROS FINANCIAL SOLUTIONS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,346
Discretionary Accounts: 1,346
Regulatory Filings
CRD Number: 306217
Filing ID: 2028439
Last Filing Date: 2025-11-18 16:07:40
Website: 1