$13.1M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2016
- Office Locations
- 1
Office Locations
627 W Main ST Aspen CO
About Stevenson Advisors, LLC
Stevenson Advisors, LLC is a Aspen-based RIA. The firm has been operating for 9 years. Managing $13.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
39 AVG AGE
$13.1M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ADAM STEVENSON
Chief Compliance Officer, PRINCIPAL
- CRD
- #5560128
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing