STEPHENSON AND COMPANY, INC.

SAN CLEMENTE, California·4 registered advisors·CRD# 111453
SEC# 801-1171280949-727-4255
01

Firm Overview

AUM
$266M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STEPHENSON AND COMPANY, INC.

4 registered advisors
Bradley Stephenson
SAN CLEMENTE, California
Briana Jo Stephenson
SAN CLEMENTE, California
Riley Sean Stephenson
SAN CLEMENTE, California
Teresa Stephenson
SAN CLEMENTE, California
05

Office Locations

SAN CLEMENTE, California
4 advisors

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Data sourced from SEC Form ADV filings. STEPHENSON AND COMPANY, INC. (CRD# 111453) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.