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Stenson Financial Corporation (Larkspur)


Stenson Financial Corporation is an adviser based in Larkspur. It manages $30.26 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

Stenson Financial Corporation provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stenson Financial Corporation: assets under management

The assets under management (AUM) of Stenson Financial Corporation is $30.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $581.85 thousand each.
Stenson Financial Corporation has custody of $16.72 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stenson Financial Corporation for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Larkspur

The principal office where Stenson Financial Corporation performs its advisory services is located at 101 Larkspur Landing Circle, Suite 221, Larkspur, CA 94939 1710, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-461-8150 or by fax 415-814-5183. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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