STAINES FINANCIAL, LLC

1420 Rocky Ridge Drive
Suite 250
Roseville, California 95661
Tel: 916-663-6723

About STAINES FINANCIAL, LLC

STAINES FINANCIAL, LLC, formally registered with the SEC as STAINES FINANCIAL, LLC. The firm was established in 12/11/2018. They have over 1 offices throughout the country.

STAINES FINANCIAL, LLC is a Roseville, California based Financial Planning firm with nearly $181,880,836 assets under management, offering retirement planning & investment advisory services to 359 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299405
SEC#	801-114428
Assets Managed by Firm	$181,880,836
No. of Clients	359
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	359	$181,880,836
Individuals (other than high net worth individuals)	323	$81,145,919
High net worth individuals	34	$54,359,022

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