RIA Intel›Advisers›California›STEIN WHITTINGTON DENIEL INVESTMENT ADVISORS, INC.

STEIN WHITTINGTON DENIEL INVESTMENT ADVISORS, INC.

Advisory

PALM DESERT, CA

Data as of Jul 14, 2011 · Source: SEC Form ADV

Total AUM
$56M
1-Year AUM Growth
+23.9%
3-Year CAGR
+7.4%
Employees
0
Assets Under Management
Total AUM$56M
Discretionary AUM$54M
Non-Discretionary AUM$2M
Discretionary %96.2%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingMar 10, 2005
Latest FilingJul 14, 2011
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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