STEVENSON WALTER ROLAND
STEVENSON WALTER ROLAND of CUPERTINO, CA is an SEC-registered investment adviser (CRD 107419). Regulatory assets under management: $269.8M.
Registration
- CRD: 107419
- SEC file number: 801-17842
- Type: Registered investment adviser
- Location: 19925 STEVENS CREEK BLVD, CUPERTINO, CA, 95014
- Phone: 408-973-7849
- Latest filing: 2008-02-22
- Regulatory AUM: $269.8M
- Discretionary AUM: $230.2M
- Non-discretionary AUM: $39.6M
- Clients: 1
- Accounts: 185
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| STEVENSON WALTER ROLAND | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| STEVENSON WALTER | SOLE PROPRIETER | — |
More on this firm