StoLPer & Company (San Diego)

Name: StoLPer & Company
Address: 750 B Street, San Diego, CA, 92101
Telephone: 619-231-9102

StoLPer & Company is a large advisory firm based in San Diego. It manages $533.14 million of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, Louisiana, and Texas.

StoLPer & Company provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

StoLPer & Company: assets under management

The assets under management (AUM) of StoLPer & Company is $533.14 million. $13.92 million of the total AUM is attributable to clients outside of the United States.

The firm manages $251.98 million in discretionary accounts and $281.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.32 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.71 million.

Investments

The firm invests in exchange traded securities the most. They account for 42% of the total AUM. The second-largest asset type is investment and business development companies, which make up 36% of the firm’s portfolio. Investments in investment grade corporate bonds form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay StoLPer & Company 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.

What kind of clients StoLPer & Company serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of StoLPer & Company is high net worth individuals with 64 clients and $241.17 million of assets under management. Among the 6 most similar advisory firms, StoLPer & Company has the 2nd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $468.86 million for 99 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

StoLPer & Company doesn't advise any private funds.

Careers at StoLPer & Company

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in San Diego

The principal office where StoLPer & Company performs its advisory services is located at 750 B Street, San Diego, CA 92101, 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 619-231-9102 or by fax 619-231-0636. The normal business hours are 8:30am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at stolperco.com/.