Stephanie E. Doyle Investment Management

Overview

Stephanie E. Doyle Investment Management is an independent registered investment adviser structured as a sole proprietorship and run by Stephanie E. Doyle. The practice targets individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain services. Regulatory and operational details in the firm’s filing indicate it is not a multi-state adviser, does not position itself as a capital allocator to external managers, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives