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Stolper & Company

● SEC registered since 1976CRD 6911SEC# 801-11646San Diego, CA
Export (members)
Reg. AUM
$585.2M
Employees
3
Accounts
184
Location
San Diego, CA

Stolper & Company assets under management

Stolper & Company is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 1976. It reports $585.2 million in regulatory assets under management and employs 3 people.

Stolper & Company owners & executives

2 reported
NameTitleOwnershipSince
Barbara Ann Malone ControlPresident/Chief Compliance OfficerOver 75%1998
Tyler Benjamin Rowe ControlChief Investment Officer25-50%2023

Frequently asked questions

How much does Stolper & Company manage?

Stolper & Company reports $585.2 million in regulatory assets under management on its Form ADV.

How many employees does Stolper & Company have?

Stolper & Company reports 3 employees.

Where is Stolper & Company located?

Stolper & Company is based in San Diego, CA and has been SEC-registered since 1976.

Does Stolper & Company disclose fund performance?

Stolper & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2305 Historic Decatur Rd, Suite 100, San Diego, CA 92106
Phone619-231-9102
Office hours8:30a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$466.3M
Non-discretionary$118.9M
Total (RAUM)$585.2M