# STEIN WHITTINGTON DENIEL INVESTMENT ADVISORS, INC.

STEIN WHITTINGTON DENIEL INVESTMENT ADVISORS, INC. of PALM DESERT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 123875
- Type: SEC-registered investment adviser
- SEC file number: 801-64060
- Location: 73-255 EL PASEO, SUITE 14, PALM DESERT, CA, 92260
- Phone: 760-776-1488
- Latest filing: 2011-07-14
- Regulatory AUM: $55.8M
- Discretionary AUM: $53.6M
- Non-discretionary AUM: $2.1M
- Clients: 1
- Accounts: 168

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| DENIEL CRISTINA | VICE PRESIDENT, SECRETARY-TREASURER, CHIEF FINANCIAL OFFICER | — |
| STEIN RICK MELVIN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| STEIN RICK | SHAREHOLDER | — |
| ELSEA CRISTINA DENIEL | SHAREHOLDER | — |
| CROSBY DANA LARRY | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123875/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123875/similar
- Related entities: https://search.stillhousedata.com/firm/123875/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123875

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.