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Home > Retirement Planners > california > san diego > STOLPER & CO., INC.
STOLPER & CO., INC.
2305 Historic Decatur Rd
Suite 100
San Diego, California 92106
Tel: 619-231-9102
About STOLPER & CO., INC.
STOLPER & CO, INC, formally registered with the SEC as STOLPER & CO, INC. The firm was established in 05/27/1976. They have over 1 offices throughout the country.
STOLPER & CO., INC. is a San Diego, California based Financial Planning firm with nearly $615,617,060 assets under management, offering retirement planning & investment advisory services to 205 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 6911 |
| SEC# | 801-11646 |
| Assets Managed by Firm | $615,617,060 |
| No. of Clients | 205 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 205 | $615,617,060 |
| Individuals (other than high net worth individuals) | 28 | $10,546,017 |
| High net worth individuals | 58 | $363,741,175 |
| Pension and profit sharing plans | 1 | $7,464,948 |
| Charitable organizations | 5 | $233,864,920 |
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