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Home > Retirement Planners > california > el dorado hills > STATHEROS FINANCIAL SOLUTIONS, INC.
STATHEROS FINANCIAL SOLUTIONS, INC.
1107 Investment Blvd., Ste. 135
El Dorado Hills, California 95762
Tel: 916-932-1219
About STATHEROS FINANCIAL SOLUTIONS, INC.
STATHEROS FINANCIAL SOLUTIONS, INC, formally registered with the SEC as STATHEROS FINANCIAL SOLUTIONS, INC. The firm was established in 10/15/2019. They have over 2 offices throughout the country.
STATHEROS FINANCIAL SOLUTIONS, INC. is a El Dorado Hills, California based Financial Planning firm with nearly $705,224,308 assets under management, offering retirement planning & investment advisory services to 1294 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306217 |
| SEC# | 801-117649 |
| Assets Managed by Firm | $705,224,308 |
| No. of Clients | 1294 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1294 | $705,224,308 |
| Individuals (other than high net worth individuals) | 406 | $104,786,123 |
| High net worth individuals | 145 | $315,537,020 |
| Pension and profit sharing plans | 68 | $277,412,430 |
| Corporations or other businesses | 5 | $7,488,735 |
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