Corey Jr Stanley B is a large advisory firm based in Great Falls. It manages $102.15 million of regulatory assets for 685 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Virginia.
Corey Jr Stanley B provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Corey Jr Stanley B is $102.15 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Corey Jr Stanley B for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Corey Jr Stanley B is owned by Stanley Benson Corey. Jayme Gae Juncker joined the executive team most recently as the Secretary & Treasurer.
The principal office where Corey Jr Stanley B performs its advisory services is located at 746 Walker Rd, Suite 26, Great Falls, VA 22066 The mailing address of the firm is P.O. Box 900, Great Falls, VA 22066. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703.759.7007 or by fax 703.759.5508. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.greatfallsfinancial.com.