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Home > Retirement Planners > california > san clemente > STEPHENSON AND COMPANY, INC.
STEPHENSON AND COMPANY, INC.
241 Avenida Del Mar
San Clemente, California 92672
Tel: 949-727-4255
About STEPHENSON AND COMPANY, INC.
STEPHENSON AND COMPANY, INC, formally registered with the SEC as STEPHENSON AND COMPANY, INC. The firm was established in 08/02/2019. They have over 1 offices throughout the country.
STEPHENSON AND COMPANY, INC. is a San Clemente, California based Financial Planning firm with nearly $311,784,935 assets under management, offering retirement planning & investment advisory services to 543 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111453 |
| SEC# | 801-117128 |
| Assets Managed by Firm | $311,784,935 |
| No. of Clients | 543 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 543 | $311,784,935 |
| Individuals (other than high net worth individuals) | 115 | $29,149,395 |
| High net worth individuals | 121 | $279,703,845 |
| Pension and profit sharing plans | Fewer than 5 clients | $840,304 |
| Charitable organizations | Fewer than 5 clients | $2,091,391 |
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