Stevenson Walter Roland (Cupertino)

Name: Stevenson Walter Roland
Address: 19925 Stevens Creek Blvd, Cupertino, CA, 95014
Telephone: 408-973-7849

Stevenson Walter Roland is a large advisory firm based in Cupertino. It manages $291.98 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Idaho, New Jersey, and Texas.

Stevenson Walter Roland provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stevenson Walter Roland: assets under management

The assets under management (AUM) of Stevenson Walter Roland is $291.98 million. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $268.92 million in discretionary accounts and $23.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.49 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.65 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stevenson Walter Roland for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stevenson Walter Roland

Walter Roland Stevenson has been acting as President since 1 Jan 2001. Walter Stevenson joined the executive team most recently as the Sole Proprieter.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Walter Roland Stevenson	President	1 Jan 2001	75% - 100%	2061404
Walter Stevenson	Sole proprieter	1 Jan 2001	75% - 100%	2061404

Based in Cupertino

The principal office where Stevenson Walter Roland performs its advisory services is located at 19925 Stevens Creek Blvd, Cupertino, CA 95014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-973-7849 or by fax 408-973-7258. The normal business hours are 8:30 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.stevensoncapital.com.