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STATHEROS FINANCIAL SOLUTIONS, INC.
CRD 306217 · SEC 801-117649
1107 INVESTMENT BLVD., STE. 135, EL DORADO HILLS, CA, 95762, United States
Phone
916-932-1219
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$926.2M
Discretionary AUM
$926.2M
Team
15 total employees; 11 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 394 | $114.4M |
| High net worth individuals | 161 | $439.5M |
| Pension/profit sharing plans | 70 | $369.3M |
States served
AZ, CA, CO, GA, ID, NV, OH, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD