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STEVENSON ADVISORS, LLC
CRD 284943
627 W MAIN ST, ASPEN, CO, 81611, United States
Phone
9174987434
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.1M
Discretionary AUM
$13.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $13.1M |
All web addresses on file
Official SEC filing: View on IAPD