Overview
Assets Under Management: $112 million
High-Net-Worth Clients: 3
Average Client Assets: $35 million
Frequently Asked Questions
STUMPF CAPITAL MANAGEMENT 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 #174508), STUMPF CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
STUMPF CAPITAL MANAGEMENT LLC serves 3 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, STUMPF CAPITAL MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
STUMPF CAPITAL MANAGEMENT LLC manages $112 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, STUMPF CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.12
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 6
Discretionary Accounts: 6
Regulatory Filings
CRD Number: 174508
Last Filing Date: 2024-03-28 00:00:00
Website: https://stumpfcapital.com