Investment adviser · CRD 10331
STANFORD INVESTMENT GROUP, INC.
Investment adviser filing (IA)
MOUNTAIN VIEW, CA, United States · Form ADV filed Oct 6, 2016
- Regulatory AUM
- $801M Form ADV · Item 5.F
- Client accounts
- 985 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 6, 2016. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2570 W. EL CAMINO REAL, SUITE 520MOUNTAIN VIEW, CA, 94040, United States
CRD 10331
Filing source
Form ADV 1044354 · Oct 6, 2016 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.