Stephens Val G Registered Investment Advisor Inc is an adviser based in Fair Oaks. It manages $43.14 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Louisiana, and 5 other states.
Stephens Val G Registered Investment Advisor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stephens Val G Registered Investment Advisor Inc is $43.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stephens Val G Registered Investment Advisor Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Stephens Val G Registered Investment Advisor Inc performs its advisory services is located at 7844 Madison Ave Ste 120, Fair Oaks, CA 95628, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-863-6330 or by fax 916-863-6334. The normal business hours are 8-4:30 pm on Monday - Friday.