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Lisa Michelle Barnea

STANFORD INVESTMENT GROUP, INC.·MOUNTAIN VIEW, California
Unclaimed Profile
2570 W. EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 1933481Firm CRD# 10331
01

About

Lisa Michelle Barnea is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with STANFORD INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STANFORD INVESTMENT GROUP, INC.
STANFORD INVESTMENT GROUP, INC.
AUM
$801M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at STANFORD INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1933481
Firm CRD# 10331
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Michelle Barnea offer?
Lisa Michelle Barnea specializes in Financial Planning, Investment Management. Contact their office in MOUNTAIN VIEW, California for a consultation.
What are Lisa Michelle Barnea's credentials?
Lisa Michelle Barnea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Michelle Barnea located?
Lisa Michelle Barnea is based in MOUNTAIN VIEW, California, working with STANFORD INVESTMENT GROUP, INC.. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.
How does Lisa Michelle Barnea charge for services?
Lisa Michelle Barnea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STANFORD INVESTMENT GROUP, INC.?
STANFORD INVESTMENT GROUP, INC. has approximately 16 employees and manages $801M 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)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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