AdvisorOS Directory
Claim Profile
KS

Kirk Alan Stafford

DESERT ROSE CAPITAL MANAGEMENT, INC.·MERIDIAN, Idaho
Unclaimed Profile
2929 W. NAVIGATOR DRIVE, MERIDIAN, ID 83642CRD# 5472381Firm CRD# 154331
01

About

Kirk Alan Stafford is a registered financial advisor based in MERIDIAN, Idaho, affiliated with DESERT ROSE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
DESERT ROSE CAPITAL MANAGEMENT, INC.
DESERT ROSE CAPITAL MANAGEMENT, INC.
AUM
$80M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at DESERT ROSE CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5472381
Firm CRD# 154331
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MERIDIAN?

Browse all registered financial advisors in MERIDIAN, Idaho or claim this profile if it's yours.

Browse MERIDIAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kirk Alan Stafford offer?
Kirk Alan Stafford specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MERIDIAN, Idaho for a consultation.
What are Kirk Alan Stafford's credentials?
Kirk Alan Stafford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirk Alan Stafford located?
Kirk Alan Stafford is based in MERIDIAN, Idaho, working with DESERT ROSE CAPITAL MANAGEMENT, INC.. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.
How does Kirk Alan Stafford charge for services?
Kirk Alan Stafford'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 DESERT ROSE CAPITAL MANAGEMENT, INC.?
DESERT ROSE CAPITAL MANAGEMENT, INC. has approximately 11 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MERIDIAN
Dean David Sandros — ALPHAEDGE INVESTMENT MANAGEMENT, INC.Jevon Mark Webster — INSPIRE ADVISORS, LLCJason Steven Hawke — HAWKE FINANCIAL GROUP, LLCPeter Carmine Covino — LEGACY INVESTMENT SOLUTIONS, LLCKaren Jean Eamon — NEXT LEVEL WEALTH PLANNING, LLC
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MOSCOW (10)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideIDAHO FALLS GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile