STAMOS AND STAMOS, CERTIFIED PUBLIC ACCOUNTANTS, INC.
Firm details
- Headquarters
- ORANGE, California
- CRD number
- 329926
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Stamos And Stamos, Certified Public Accountants, Inc. operates primarily as an accounting firm with a focus on investment advisory activities, specifically in the selection of other advisers. The firm has established itself as a capital allocator, engaging in various investment activities that include the allocation of funds to third-party external alternative investment managers. While the firm does not actively pursue ESG investments, it maintains a diverse approach to investment selection.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1CHRISTOPHER STAMOS
CEO & CCOCRD 4247704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORANGE, CA
ORANGE
Location
ORANGE, CA
Headquartered in ORANGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 3111 N Tustin St
- Time zone
- PT (UTC-8)
- Office locations
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