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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2014
- Office Locations
- 1
Office Locations
About Stantum, LLC
Stantum, LLC is a Los Altos, CA RIA providing financial planning and portfolio management for individuals and business owners, with cash-flow and retirement modeling (Monte Carlo), asset allocation across publicly traded securities and funds (including ETFs and bond funds), and risk/optimization analytics. The firm also supports concentrated-stock hedging using currency and interest-rate swaps, adviser selection, and valuation/rating work.
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Owner & Executives
DONALD JOSEPH HEJNA JR
Managing Member
- CRD
- #6291924
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,775,965 | -- |
| Non-Discretionary | $27,807,651 | -- |
| Total | $29,583,616 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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