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Dale Herman Stevens

TEN ASSET MANAGEMENT, INC.·OJAI, California
Unclaimed Profile
407C BRYANT CIRCLE, OJAI, CA 93023-4209CRD# 1941500Firm CRD# 134021
01

About

Dale Herman Stevens is a registered financial advisor based in OJAI, California, affiliated with TEN ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
TEN ASSET MANAGEMENT, INC.
TEN ASSET MANAGEMENT, INC.
AUM
$30M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at TEN ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1941500
Firm CRD# 134021
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dale Herman Stevens offer?
Dale Herman Stevens specializes in Investment Management, Wealth Management. Contact their office in OJAI, California for a consultation.
What are Dale Herman Stevens's credentials?
Dale Herman Stevens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dale Herman Stevens located?
Dale Herman Stevens is based in OJAI, California, working with TEN ASSET MANAGEMENT, INC.. Their office serves clients in the OJAI metropolitan area and surrounding communities.
How does Dale Herman Stevens charge for services?
Dale Herman Stevens's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEN ASSET MANAGEMENT, INC.?
TEN ASSET MANAGEMENT, INC. has approximately 4 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OJAI
Jeffrey Kirkland Kerrigan — TEN ASSET MANAGEMENT, INC.Ronald Joe Auer — TEN ASSET MANAGEMENT, INC.Robert Russel Zimmer — TEN ASSET MANAGEMENT, INC.Fred Norton Hallett — TEN ASSET MANAGEMENT, INC.Marilyn Christine Wallace — TEN ASSET MANAGEMENT, INC.
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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