Stolper & Co, Inc.

RIASEC RegisteredEst. 1976

Total AUM

$616M

Discretionary

$489M

79% of AUM

Avg account

$3.5M

Accounts

176

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 6911
Registered since: May 27, 1976
Website: stolperco.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI67.18%
Charitable Organizations31.36%
Individuals1.31%
Pension & Profit Sharing Plans0.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Stolper & Co, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1976. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Core advisory services listed in filings include financial planning, discretionary and non‑discretionary portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor. Investor.com named Stolper & Co, Inc. a Top RIA Firms to Watch in 2020.