4225 Executive Square
Suite 1600
La Jolla, California 92037
Tel: 858-558-9700
STEPSTONE GROUP LP, formally registered with the SEC as STEPSTONE GROUP LP. The firm was established in 07/27/2007. They have over 10 offices throughout the country.
STEPSTONE GROUP LP is a La Jolla, California based Financial Planning firm with nearly $85,687,398,665 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 689 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 143635 |
SEC# | 801-68079 |
Assets Managed by Firm | $85,687,398,665 |
No. of Clients | 337 |
No. of Advisors | 689 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 337 | $85,687,398,665 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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