Investment adviser · CRD 111857

STEPHENS ASSET MANAGEMENT INC

Investment adviser filing (IA)

STEPHENS VAL G REGISTERED INVESTMENT ADVISOR INC

FAIR OAKS, CA, United States · Form ADV filed May 11, 2012

Regulatory AUM
$43.1M
Form ADV · Item 5.F
Client accounts
84
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: May 11, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly

Principal office

7844 MADISON AVE STE 120
FAIR OAKS, CA, 95628, United States

CRD 111857

Filing source

Form ADV 645813 · May 11, 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.