$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-1993
- Office Locations
- 1
Office Locations
-- THE Villages FL
About Richard A. Stebbins CPA CFP
Richard A. Stebbins (Richard Stebbins, PhD, JD, CFP, AFC) is a retail advisory practice providing financial planning, portfolio construction and ongoing asset management, with tax-planning support and insurance/annuity implementation. Investment use includes ETFs and mutual funds, with custody at Charles Schwab.
Team overview
-- AVG AGE
$13.1M AVG AUM / ADVISOR
$655.0K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD ARTHUR STEBBINS JR
Owner, President
- CRD
- #4622063
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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