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William James Stocklin

STOCKLIN WILLIAM JAMES·MENLO PARK, California
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2180 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 4361638Firm CRD# 106028
01

About

William James Stocklin is a registered financial advisor based in MENLO PARK, California, affiliated with STOCKLIN WILLIAM JAMES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STOCKLIN WILLIAM JAMES
STOCKLIN CAPITAL MANAGEMENT
AUM
$98M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STOCKLIN WILLIAM JAMES →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4361638
Firm CRD# 106028
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William James Stocklin offer?
William James Stocklin specializes in Investment Management, Fee-Only Advisory. Contact their office in MENLO PARK, California for a consultation.
What are William James Stocklin's credentials?
William James Stocklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William James Stocklin located?
William James Stocklin is based in MENLO PARK, California, working with STOCKLIN WILLIAM JAMES. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does William James Stocklin charge for services?
William James Stocklin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STOCKLIN WILLIAM JAMES?
STOCKLIN WILLIAM JAMES has approximately 1 employees and manages $98M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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