Overview
Assets Under Management: $312 million
Headquarters: SAN CLEMENTE, CA
High-Net-Worth Clients: 121
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 121
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.71
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 543
Discretionary Accounts: 449
Non-Discretionary Accounts: 94
Regulatory Filings
CRD Number: 111453
Last Filing Date: 2025-03-03 00:00:00
Website: https://stephensonfinancial.com