Stern Fisher Edwards Inc is a large advisory firm based in Los Angeles. It manages $220.7 million of regulatory assets for 354 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Stern Fisher Edwards provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stern Fisher Edwards Inc is $220.7 million. The firm's AUM has grown by 47% 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 Stern Fisher Edwards Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Earl Webster Jr Fisher has been acting as President since 1 Apr 1998. David John Thomsen joined the executive team most recently as the Director.
The principal office where Stern Fisher Edwards Inc performs its advisory services is located at 1000 Wilshire Blvd., Los Angeles, CA 90017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-612-0220 or by fax 213-612-0329. The normal business hours are 6:30 a.m. to 3:30 p.m. on Monday - Friday.