Stauffer Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 340420
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.81%
- HNWI39.77%
- Other2.19%
- Corporations / Businesses1.23%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stauffer Financial, LLC is a small, owner-managed registered investment adviser operating as a non-independent retail RIA. The firm provides fee-based portfolio management, charging a percentage of assets under management, and focuses its advisory work on individuals, families and small-business clients. It also serves some institutional relationships. Stauffer identifies as not being a multi-state or pension consultant adviser, and it does not describe itself as an active ESG investor. The firm lists an insurance company affiliation among its industry ties.
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 Equities75%
- US Government Bonds25%
Contacts
1 of 1
Terrell Stauffer
OwnerCRD 7125507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations