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STAINES FINANCIAL, LLC
CRD 299405 · SEC 801-114428
1420 ROCKY RIDGE DRIVE, SUITE 250, ROSEVILLE, CA, 95661, United States
Phone
916-663-6723
Fax
916-663-6734
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$168.7M
Discretionary AUM
$168.7M
Team
9 total employees; 3 advisory reps; 22 broker-dealer reps
Clients
—
Fees
Percentage of AUM; INTRODUCING PROGRAM FEE
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisersREVIEW OF OTHER ADVISERS INVESTMENT PROGRAMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $168.7M |
States served
AZ, CA, NJ, PA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD