Stevenson Advisors, LLC
Stevenson Advisors, LLC (CRD# 284943) is a financial advisory firm headquartered in Aspen, CO. They manage $14,300,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Stevenson Advisors, LLC
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$2,042,857
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Stevenson Advisors, LLC
1
Adam Stevenson (CRD# 5560128) is an Investment Advisor Representative working at Stevenson Advisors, LLC in Aspen, CO and has over 15 years of experience in the finance industry.
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