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Statheros Financial Solutions, Inc.

● SEC registered since 2019CRD 306217SEC# 801-117649El Dorado Hills, CA
Export (members)
Reg. AUM
$810.1M
Employees
16
Accounts
1,346
Location
El Dorado Hills, CA

Statheros Financial Solutions, Inc. assets under management

Statheros Financial Solutions, Inc. is an investment advisory firm registered with the SEC based in El Dorado Hills, CA. The firm has been registered since 2019. It reports $810.1 million in regulatory assets under management and employs 16 people.
www.linkedin.com/company/statheros-financial-solutionsView on SEC.gov ↗

Statheros Financial Solutions, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jacob Richard Parsons ControlPresident & CeoOver 75%2019
Kelly L. Roemers ControlCco/Cfo10-25%2019

Frequently asked questions

How much does Statheros Financial Solutions, Inc. manage?

Statheros Financial Solutions, Inc. reports $810.1 million in regulatory assets under management on its Form ADV.

How many employees does Statheros Financial Solutions, Inc. have?

Statheros Financial Solutions, Inc. reports 16 employees.

Where is Statheros Financial Solutions, Inc. located?

Statheros Financial Solutions, Inc. is based in El Dorado Hills, CA and has been SEC-registered since 2019.

Does Statheros Financial Solutions, Inc. disclose fund performance?

Statheros Financial Solutions, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762
Phone916-932-1219
Office hours8:00 - 3:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$810.1M
Non-discretionary$0
Total (RAUM)$810.1M