RIA Intel›Advisers›California›STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS

STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS

Advisory

N·IRVINE, CA

Data as of Mar 4, 2020 · Source: SEC Form ADV

Total AUM
$24K
1-Year AUM Growth
-100.0%
3-Year CAGR
-95.6%
Employees
1
Assets Under Management
Total AUM$24K
Discretionary AUM$24K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingJan 29, 2001
Latest FilingMar 4, 2020
🔒 Full AUM trend chart and 34 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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