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STANFORD INVESTMENT GROUP, INC.
STANFORD INVESTMENT GROUP, INC.
MOUNTAIN VIEW, California
·
5 registered advisors
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CRD# 10331
SEC# 801-16773
650-941-1717
01
Firm Overview
AUM
$801M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at STANFORD INVESTMENT GROUP, INC.
5 registered advisors
John Dowling Kirkpatrick
MOUNTAIN VIEW, California
CRD# 5217694
Lisa Michelle Barnea
MOUNTAIN VIEW, California
CRD# 1933481
Nayan Prafulchandra Lapsiwala
MOUNTAIN VIEW, California
CRD# 5376811
Robert Edward Gee
MOUNTAIN VIEW, California
CRD# 219226
Talia Pierluissi
MOUNTAIN VIEW, California
CRD# 5134737
05
Office Locations
MOUNTAIN VIEW, California
5 advisors
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Data sourced from SEC Form ADV filings. STANFORD INVESTMENT GROUP, INC. (CRD# 10331) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.