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Stanford Advisory Group, LLC (Incline Village)


Stanford Advisory Group, LLC is a large advisory firm based in Incline Village. It manages $30 million of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.

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Stanford Advisory Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stanford Advisory Group: assets under management

The assets under management (AUM) of Stanford Advisory Group, LLC is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $236.22 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stanford Advisory Group, LLC for their services and products based on a percentage of assets under management. 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.

Based in Incline Village

The principal office where Stanford Advisory Group, LLC performs its advisory services is located at 569 Len Way, Incline Village, NV 89451 The mailing address of the firm is 774 Mays Blvd, Suite 10, Incline Village, NV 89451. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-832-5440. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.stanfordwealth.com.


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