STATHEROS FINANCIAL SOLUTIONS, INC.
Firm details
- Headquarters
- EL DORADO HILLS, California
- CRD number
- 306217
- Registered since
- October 15, 2019
- Website
- www.statherosfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI47.45%
- Pension & Profit Sharing Plans39.87%
- Individuals12.35%
- Corporations / Businesses0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Statheros Financial Solutions, Inc. is an independent registered investment adviser that registered with the SEC in 2019 and is owned by an individual. The firm serves both individuals/families and institutional clients, charging fees based on a percentage of assets under management. Its primary advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not structured as a capital allocator. Industry affiliations include accounting and real estate brokerage.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2JACOB PARSONS
President and CEOCRD 5086534
KELLY ROEMERS
Chief Financial Officer & Chief Compliance OfficerCRD 4387930
Contacts
3 of 7GREGORY PETERSON
Financial AdvisorCRD 5305117
BRYAN GUTIERREZ
VP, Retirement Plan Advisory ServiceCRD 5951048
MICHAEL ROBERTS
Investment Advisor RepresentativeCRD 5410651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EL DORADO HILLS, CA
EL DORADO
Location
EL DORADO HILLS, CA
Headquartered in EL DORADO HILLS, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- EL DORADO
- Address
- 1107 Investment Blvd
- Time zone
- PT (UTC-8)
- Office locations
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