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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.