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STOLPER & CO., INC.
STOLPER & COMPANY
CRD 6911 · SEC 801-11646
2305 HISTORIC DECATUR RD, SUITE 100, SAN DIEGO, CA, 92106, United States
Phone
619-231-9102
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$615.7M
Discretionary AUM
$489.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $8.0M |
| High net worth individuals | 44 | $413.6M |
| Pension/profit sharing plans | 1 | $959K |
| Charitable organizations | 4 | $193.1M |
States served
CA, LA, TX
All web addresses on file
Official SEC filing: View on IAPD