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STEPHENSON AND COMPANY, INC.

Tel: 949-727-4255
241 Avenida Del Mar
San Clemente, California  92672

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STEPHENSON AND COMPANY, INC.

STEPHENSON AND COMPANY, INC. is a San Clemente, California based financial advisory firm with nearly $311,784,935 in assets under management and provides investment advisory services for 543 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

111453

SEC#:

801-117128

No. of Clients:

543

Assets under Management

$311,784,935

No. of Advisors:

4

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