Stephenson

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

241 Avenida Del Mar, San Clemente, Calif...

Phone Number

(949) 727-4255

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Stephenson

Stephenson and Company, Inc. is dedicated to assisting clients in all aspects of their financial lives, aiming to create financial stability and independence. The firm offers a range of services including investment advisory, wealth management, and comprehensive financial planning. With a strong foundation of experience and market knowledge, they are known for their excellent client service. Their intended clients are individuals seeking personalized financial solutions to achieve their financial goals.Explore more
Stephenson's Social MediaPopular SearchesStephenson and Company IncStephenson & Company IncStephenson & CoStephenson Company IncStephenson CoSIC Code 62,628NAICS Code 52,523Show more

Stephenson Org Chart

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Senior Wealth Advisor

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Wealth Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stephenson

<$5M
1-10
Private
-
1977
BS
Bradley StephensonSenior Wealth Advisor
<$5M
11-50
Private
<$5M
2017
JS
Joyce SchneiderManager, Operations & Marketing
<$5M
11-50
Private
-
2004
Matt Howard, President & Chief Executive Officer at Premier Wealth Management Group
Matt HowardPresident & CEO
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
-
WI
William IronmongerFinancial Advisor & Partner
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Stephenson is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stephenson is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stephenson.

Stephenson Tech Stack

A closer look at the technologies used by Stephenson

Stephenson News & Media

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Frequently Asked Questions Regarding Stephenson

What is Stephenson's official website?
Stephenson's official website is www.stephensonfinancial.com
What is Stephenson's Revenue?
Stephenson's revenue is <$5 Million
What is Stephenson's SIC code?
Stephenson's SIC: 62,628
What is Stephenson's NAICS code?
Stephenson's NAICS: 52,523
How many employees does Stephenson have?
Stephenson has 1-10 employees
What industry does Stephenson belong to?
Stephenson is in the industry of: Finance, Securities Trading
What is Stephenson competition?
Stephenson top competitors include: Bagby Wealth Management, Uncommon Cents Investing, Nobile Hinchey Private Wealth Management, Premier Wealth Management Group
What technology does Stephenson use?
Some of the popular technologies that Stephenson uses are: Cloudflare Website Optimization, Cloudflare CDN, Smarsh, Google Font API
How do I contact Stephenson?
Stephenson contact info: Phone number: (949) 727-4255 Website: www.stephensonfinancial.com
What does Stephenson do?

Stephenson and Company, Inc. is dedicated to assisting clients in all aspects of their financial lives, aiming to create financial stability and independence. The firm offers a range of services including investment advisory, wealth management, and comprehensive financial planning. With a strong foundation of experience and market knowledge, they a... re known for their excellent client service. Their intended clients are individuals seeking personalized financial solutions to achieve their financial goals.Read More

What are Stephenson social media links?
Stephenson Linkedin page Stephenson Facebook page
Is Stephenson a public company?
Stephenson is private company therefore does not currently have an official ticker symbol
See more information about Stephenson

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