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Stumpf Capital Management LLC
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CRD # | 174508 |
SEC # | 801-110131 |
CIK # | 0001702698 |
AUM | $113.1 MM (2023-03-17) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 415-686-5215 |
Address | 18720 N 101st Street Scottsdale, AZ 85255 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 3 | 0.5 |
(b) Individuals (high net worth individuals) | 3 | 112.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 6 | 113.1 |
By Discretionary | ||
Discretionary | 6 | 113.1 |
Non-Discretionary | 0 | 0.0 |
Total | 6 | 113.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 113.1 | |
Total | 6 | 113.1 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001702698] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
Sherwood Financial Partners LLC
✚
|
CA | 0.1 |
G Dewayne McAnally LLC
✚
|
OK | 0.1 |
Spinosa Wealth Management Group LLC
✚
|
LA | 0.1 |
Freedom Family Office LLC
✚
|
NY | 0.1 |
Newday Funds Inc
✚
|
CA | 0.1 |
Foundry Wealth Advisors LLC
✚
|
MD | 0.1 |
AXIM Wealth Management LLC
✚
|
OH | 0.1 |
Korving & Company LLC
✚
|
VA | 0.1 |
Independent Financial Advisors Inc
✚
|
AR | 0.1 |