STATHEROS FINANCIAL SOLUTIONS, INC.
El Dorado Hills, California
Statheros Financial Solutions, Inc., based out of El Dorado Hills, CA, is a highly reputable investment advisory firm catering to a diverse clientele. With a focus on delivering exceptional financial solutions, they boast over 430 individual clients, entrusting the firm with their assets, which total an impressive $578,059,000 under management. Operating from two well-equipped offices, Statheros Financial Solutions, Inc. offers comprehensive investment advisory services to both individual and employer funds. While 401K and individual accounts make up a smaller portion of their managed assets, Statheros Financial Solutions, Inc. p...
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Assets Under Mgmt

$578.06M

Investment Professionals

11

Locations

1

% 401K & Individual

15%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
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