STAMOS CAPITAL PARTNERS, L.P. - Financial Advisor in California, Menlo Park

Tel: 650-233-5000 2498 Sand Hill Road Menlo Park, California 94025

About STAMOS CAPITAL PARTNERS, L.P.

STAMOS CAPITAL PARTNERS, L.P. is a Menlo Park, California based financial advisory firm with nearly $6,108,743,868 in assets under management and provides investment advisory services for 21 clients. There are currently 27 financial advisors at the firm.

General Information

Firm CRD#:

134660

Firm SEC#:

801-64360

Assets Under Management:

$6,108,743,868

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based, Other (MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.)

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