Stolper & Company
● SEC registered since 1976CRD 6911SEC# 801-11646San Diego, CA
Reg. AUM
$615.7M
Employees
2
Accounts
176
Location
San Diego, CA
Stolper & Company assets under management
Stolper & Company is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 1976. It reports $615.7 million in regulatory assets under management and employs 2 people.
Stolper & Company owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Tyler Benjamin Rowe Control | President/Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Stolper & Company manage?
Stolper & Company reports $615.7 million in regulatory assets under management on its Form ADV.
How many employees does Stolper & Company have?
Stolper & Company reports 2 employees.
Where is Stolper & Company located?
Stolper & Company is based in San Diego, CA and has been SEC-registered since 1976.
Does Stolper & Company disclose fund performance?
Stolper & Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2305 Historic Decatur Rd, Suite 100, San Diego, CA 92106 |
| Phone | 619-231-9102 |
| Office hours | 8:30a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$615.7M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$615.7Mregulatory AUM
Discretionary $489.4MNon-discretionary $126.3M