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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-25-2016
- Office Locations
- 1
Office Locations
About Stapleton Financial Group
Stapleton Group is a fiduciary and turnaround advisory helping distressed businesses, lenders and municipalities resolve complex financial and operational challenges. It provides CRO/turnaround leadership, forensic accounting, litigation support, due diligence/QofE, cash-flow and strategic planning, and real estate receivership services including property operations and asset disposition. It was court-appointed receiver for a $409MM California lead paint abatement fund.
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Owner & Executives
COREY MARK STAPLETON
Chief Compliance Officer, Managing Member
- CRD
- #2932434
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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