Overview
Assets Under Management: $112 million
High-Net-Worth Clients: 3
Average Client Assets: $37 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.51
Average High-Net-Worth Client Assets: $37 million
Total Client Accounts: 6
Discretionary Accounts: 6
Regulatory Filings
CRD Number: 174508
Last Filing Date: 2024-03-28 00:00:00
Website: HTTP://WWW.STUMPFCAPITAL.COM