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Sean Patrick Stannard-Stockton

ENSEMBLE CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California
Clean recordENSEMBLE CAPITAL MANAGEMENT, LLC
555 MISSION ST, SAN FRANCISCO, CA 94105CRD# 4390296Firm CRD# 107213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Patrick Stannard-Stockton · SAN FRANCISCO, CA
Registration
CRD #4390296 · ENSEMBLE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sean Patrick Stannard-Stockton is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ENSEMBLE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ENSEMBLE CAPITAL MANAGEMENT, LLC
ENSEMBLE CAPITAL MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at ENSEMBLE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4390296
Firm CRD# 107213
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sean Patrick Stannard-Stockton offer?
Sean Patrick Stannard-Stockton specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Sean Patrick Stannard-Stockton's credentials?
Sean Patrick Stannard-Stockton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Patrick Stannard-Stockton located?
Sean Patrick Stannard-Stockton is based in SAN FRANCISCO, California, working with ENSEMBLE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Sean Patrick Stannard-Stockton charge for services?
Sean Patrick Stannard-Stockton'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 ENSEMBLE CAPITAL MANAGEMENT, LLC?
ENSEMBLE CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Curtis Hammond Brown
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Matthew Edward Pearson
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Ludovic Pierre Thomasson
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Research
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