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STEPHENSON AND COMPANY, INC.
CRD 111453 · SEC 801-117128
241 AVENIDA DEL MAR, SAN CLEMENTE, CA, 92672, United States
Phone
949-727-4255
Fax
949-369-2527
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$447.0M
Discretionary AUM
$353.4M
Team
5 total employees; 3 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $41.7M |
| High net worth individuals | 132 | $402.1M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD