S
$49.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
192 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-1995
- Office Locations
- 1
Office Locations
16152 Beach Blvd. Suite 271 Huntington Beach CA
About Stock Traders
Stock Traders is a Huntington Beach-based RIA. The firm has been operating for 31 years. Managing $49.2M in total assets under management, They custody assets with Merrill Lynch.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$256.2K AVG AUM / CLIENT
20.6 yrs AVG TENURE
3 Employees
0 Advisory Reps
2 RIA Reps
31yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFREY ALEX JOSLIN
Chief Compliance Officer, Consultant
- CRD
- #1245475
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN MICHAEL MAAG
--
- CRD
- #5484132
Available
Available
Available
S
SAMUEL FRED WIDA
--
- CRD
- #2149348
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $49,188,129 | -- |
| Total | $49,188,129 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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