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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Walter Roland Stevenson has been acting as President since 1 Jan 2001. Walter Stevenson joined the executive team most recently as the Sole Proprieter.
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.