Charles Stephen And Company, Inc. is a large advisory firm based in Albuquerque. It manages $205 million of regulatory assets for 450 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 And Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. 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 And Company, Inc. is $205 million. The firm's AUM has grown by 239% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Charles Stephen And Company, Inc. for their services and products based on a percentage of assets under management and commissions. 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. Stephen Joseph Ciepiela joined the executive team most recently as the President.
The principal office where Charles Stephen And Company, Inc. performs its advisory services is located at 5951 Jefferson Court Ne, Albuquerque, NM 87109 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.