Investment adviser · CRD 120288

STANFORD WEALTH MANAGEMENT

Investment adviser filing (IA)

STANFORD WEALTH MANAGEMENT, LLC

· Form ADV filed Mar 22, 2012

Regulatory AUM
$30M
Form ADV · Item 5.F
Client accounts
123
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Mar 22, 2012. View historical filings

Reported services

Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

CRD 120288

Filing source

Form ADV 628483 · Mar 22, 2012 · 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.