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Stephan Tow And Associates Insurance Services Inc. (Sherman Oaks)


Stephan Tow And Associates Insurance Services Inc. is an investment adviser to a business development company based in Sherman Oaks. It manages $87.14 million of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

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Stephan Tow And Associates Insurance Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stephan Tow And Associates Insurance Services: assets under management

The assets under management (AUM) of Stephan Tow And Associates Insurance Services Inc. is $87.14 million. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.14 million in discretionary accounts and $35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.13 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $35 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stephan Tow And Associates Insurance Services Inc. for their services and products based on a percentage of assets under management, hourly charges, 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 Sherman Oaks

The principal office where Stephan Tow And Associates Insurance Services Inc. performs its advisory services is located at 14724 Ventura Blvd, Sherman Oaks, CA 91403, 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 818-906-9301 or by fax 818-784-3241. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.towfinancialadvisors.com.


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