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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.