STEPHENSON AND COMPANY, INC.
SEC Form ADV profile.
Total regulatory AUM
$446,981,303
Discretionary
$353,412,228
Non-discretionary
$93,569,075
Firm details
- CRD number
- 111453
- SEC file number
- 801-117128
- Main office
- SAN CLEMENTE, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.