STEPHENSON AND COMPANY, INC. of SAN CLEMENTE, CA is an SEC-registered investment adviser (CRD 111453). Regulatory assets under management: $447.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Bradley Stephenson | PRESIDENT/CCO; TRUSTEE | Grand Cayman, E9 |
| Teresa Stephenson | TRUSTEE | — |
| Riley Sean Stephenson | SHAREHOLDER/CHIEF FINANCIAL OFFICER | — |
| Briana Jo Stephenson | TRUSTEE | — |
| STEPHENSON BRADLEY | PRESIDENT/CCO; PRESIDENT/CCO/TRUSTEE; PRESIDENT/CCO/TRUSTEE OF STEPHENSON TRUST (+1 more) | — |
| STEPHENSON RILEY SEAN | CFO; CHIEF FINANCIAL OFFICER; SHAREHOLDER/CHIEF FINANCIAL OFFICER | — |
| STEPHENSON TERESA | TRUSTEE; TRUSTEE OF STEPHENSON TRUST | — |
| STEPHENSON BRIANA JO | SHAREHOLDER; TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 949-727-4255 |
| — | — | 1 | 949-727-4255 |