Stevens Investment Counsel LLC

Overview

Stevens Investment Counsel LLC is organized as a single-owner limited liability company that provides fee-based advisory services focused on individuals and small-business clients. Its stated advisory activities are financial planning and portfolio management for individuals and small businesses. The firm reports charging a percentage-of-AUM fee model. FINTRX classifies the adviser as unclassified and does not list an SEC registration year. The firm is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, and is not designated as a capital allocator or related adviser.

Assets & Accounts

Location & Offices