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Stolper & Company

EST. AUM
$585,245,469

CONTACTS
6

CLIENT ACCOUNTS
184

Firm Details

Metro area San Diego
CRD Number 6911
Website stolperco.com
Client types

Overview

Stolper & Company's assets under management are split between discretionary and non-discretionary. Stolper builds short lists of external managers across traditional asset classes. Their research process includes monitoring the following: Quality and Length of Track Record, Investment Philosophy, Manager Tenure and Experience, and Fees. The opportunity here is for managers with Mutual Fund offerings.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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