CRD: 306217
Statheros Financial Solutions, Inc.
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- Custodian
- Charles Schwab & Company · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2019
- Office Locations
- 3
Office Locations
About Statheros Financial Solutions, Inc.
Statherós Financial Solutions is a fee-only RIA providing comprehensive financial planning and investment management for professionals, individuals, families, and businesses, including company retirement plan (401(k)) advisory. The firm emphasizes objective advice (no commissions or product sales) and primarily implements portfolios using ETFs, with custody support through Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JACOB RICHARD PARSONS
Chief Executive Officer, President
- CRD
- #5086534
- Ownership
- 75% or more
KELLY L ROEMERS
Chief Compliance Officer, Chief Financial Officer
- CRD
- #4387930
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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EMILIE Christine ANDRES
Financial Advisor, CFP®
- CRD
- #6675792
DOUGLAS HARRY DAVEY
--
- CRD
- #5628072
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $926,170,171 | $647,671 |
| Non-Discretionary | $0 | -- |
| Total | $926,170,171 | $647,671 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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