STAMOS AND STAMOS, CERTIFIED PUBLIC ACCOUNTANTS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
ORANGE, California
CRD number
329926
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Stamos And Stamos, Certified Public Accountants, Inc. operates primarily as an accounting firm with a focus on investment advisory activities, specifically in the selection of other advisers. The firm has established itself as a capital allocator, engaging in various investment activities that include the allocation of funds to third-party external alternative investment managers. While the firm does not actively pursue ESG investments, it maintains a diverse approach to investment selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER STAMOS

    CEO & CCOCRD 4247704

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ORANGE, CA

ORANGE

Location

ORANGE, CA

Headquartered in ORANGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
3111 N Tustin St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth