Richard A. Stebbins Cpa Cfp Cmfc
RIASEC Registered
Total AUM
$13.1M
Discretionary
$13.1M
100% of AUM
Avg account
$655K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123694
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Richard A. Stebbins Cpa Cfp Cmfc operates as a sole-proprietorship advisory practice led by Richard A. Stebbins, focusing on portfolio management for individuals and small businesses. The firm serves individual and family clients on a percentage-of-assets-under-management fee model. It does not identify as a multi-state adviser, a pension consultant, or a capital allocator, and it does not emphasize ESG investing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other65%
- Exchange Traded Equities30%
- Cash & Cash Equivalents5%
Contacts
1 of 1Richard Stebbins
OwnerCRD 4622063
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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