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STEPHANIE E. DOYLE INVESTMENT MANAGEMENT
DOYLE, STEPHANIE ELIZABETH
CRD 137067
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$7.0M
Discretionary AUM
$7.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $7.0M |
All web addresses on file
- HTTPS://MYACCOUNT.GOOGLE.COM/U/0/B/107726994583824948069/PRIVACY?NLR=1
- HTTPS://WWW.LINKEDIN.COM/PUB/STEPHANIE-DOYLE/2A/AA9/A9A
- https://www.yelp.com/biz/stephanie-e-doyle-investment-management-cypress?osq=stephanie+e+doyle+investment
- HTTP://WWW.FACEBOOK.COM/STEPHANIEEDOYLEINVESTMENTMANAGEMENT
- HTTP://WWW.INVESTMENTMGT.NET
- https://www.instagram.com/sdim2005/
- https://twitter.com/InvestmentDoyle
- https://nextdoor.com/business-profile/preview/
Official SEC filing: View on IAPD