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| Stolper & Company
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|
|
|---|---|
| CRD # | 6911 |
| SEC # | 801-11646 |
| CIK # | 0001808195 |
| AUM | $580.9 MM (2023-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 619-231-9102 |
| Address | 2305 Historic Decatur Rd San Diego, CA 92106 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| OKE | 25,448.2 | 0.0 | |
| UNH | 477,004.0 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| CVX | 294,604.1 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| NOC | 72,230.4 | 0.0 | |
| ORCL | 182,760.6 | 0.0 | |
| CSCO | 178,309.9 | 0.0 | |
| KO | 269,985.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 0.0 |
| (b) Individuals (high net worth individuals) | 67 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 5 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 0.6 |
| By Discretionary | ||
| Discretionary | 157 | 0.3 |
| Non-Discretionary | 70 | 0.3 |
| Total | 227 | 0.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.6 | |
| Total | 227 | 0.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001808195] |
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|---|---|---|
|
Fitzroy Investment Advisors LLC
✚
|
FL | 0.6 |
|
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MO | 0.6 |
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OH | 0.6 |
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MD | 0.6 |
|
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GA | 0.6 |
|
Investment Partners Ltd
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OH | 0.6 |
|
Goodman Financial Corporation
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TX | 0.6 |
|
The High Net Worth Advisory Group LLC
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|
FL | 0.6 |