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STATHEROS FINANCIAL SOLUTIONS, INC.
STATHEROS FINANCIAL SOLUTIONS, INC.
EL DORADO HILLS, California
·
2 registered advisors
·
CRD# 306217
SEC# 801-117649
1
916-932-1219
01
Firm Overview
AUM
$705M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at STATHEROS FINANCIAL SOLUTIONS, INC.
2 registered advisors
Jacob Richard Parsons
EL DORADO HILLS, California
CRD# 5086534
Kelly L. Roemers
EL DORADO HILLS, California
CRD# 4387930
05
Office Locations
EL DORADO HILLS, California
2 advisors
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Data sourced from SEC Form ADV filings. STATHEROS FINANCIAL SOLUTIONS, INC. (CRD# 306217) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.