Charles Stephen & Co Inc is a large advisory firm based in Albuquerque. It manages $60.48 million of regulatory assets for 965 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Mexico.
Charles Stephen & provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Charles Stephen & Co Inc is $60.48 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Charles Stephen & Co Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles Louis Severino has been acting as President since 1 May 1983. Neil Allen Swain joined the executive team most recently as the Vice President/Senior Asset Manager.
The principal office where Charles Stephen & Co Inc performs its advisory services is located at 2720 San Pedro Ne, Albuquerque, NM 87110 The mailing address of the firm is P.O. Box 35370, Albuquerque, NM 87176 5370. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 505-884-0451 or by fax 505-881-1333. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at charlesstephen.com.