RIA Intel›Advisers›Texas›HANVEY, STEPHEN JEFFREY

HANVEY, STEPHEN JEFFREY

Advisory

WEST LAKE HILLS, TX

Data as of Jul 3, 2007 · Source: SEC Form ADV

Total AUM

$46M

1-Year AUM Growth

+15.6%

3-Year CAGR

0.0%

Employees

0

Assets Under Management

Total AUM$46M

Discretionary AUM$0

Non-Discretionary AUM$46M

Discretionary %0%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record6

First FilingNov 22, 2005

Latest FilingJul 3, 2007

🔒 Full AUM trend chart and 6 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on HANVEY, STEPHEN JEFFREY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.