STEPHENSON AND COMPANY, INC. - Financial Advisor in California, San Clemente

Tel: 949-727-4255 241 Avenida Del Mar San Clemente, California 92672

About STEPHENSON AND COMPANY, INC.

STEPHENSON AND COMPANY, INC. is a San Clemente, California based financial advisory firm with nearly $311,784,935 in assets under management and provides investment advisory services for 543 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

111453

Firm SEC#:

801-117128

Assets Under Management:

$311,784,935

No. of Clients:

543

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in California, San Clemente

FirmCRD#:289797

SEC#:801-112029

No. of Advisors:36

No. of Clients:3892

AUM:$941,775,371

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

IGNITE PLANNERS LLC

289797

801-112029

3892

$941,775,371

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