Overview
Assets Under Management: $307 million
Headquarters: TULSA, OK
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
THE STOLPER COMPANY L.L.C. 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 #132962), THE STOLPER COMPANY L.L.C. is subject to fiduciary duty under federal law.
THE STOLPER COMPANY L.L.C. is headquartered in TULSA, OK.
THE STOLPER COMPANY L.L.C. serves 67 high-net-worth clients according to their SEC filing dated May 08, 2025. View client details ↓
According to their SEC Form ADV, THE STOLPER COMPANY L.L.C. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
THE STOLPER COMPANY L.L.C. manages $307 million in client assets according to their SEC filing dated May 08, 2025.
According to their SEC Form ADV, THE STOLPER COMPANY L.L.C. 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: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 336
Discretionary Accounts: 336
Regulatory Filings
CRD Number: 132962
Filing ID: 1983549
Last Filing Date: 2025-05-08 19:11:00
Website: https://raymondjames.com