The StoLPer Company LLC Dba StoLPer Asset Management (Tulsa)

Name: The StoLPer Company LLC Dba StoLPer Asset Management
Address: 1924 S Utica Ave Ste 805, Tulsa, OK, 74104 6516
Telephone: 918-745-6060

The StoLPer Company LLC Dba StoLPer Asset Management is a large advisory firm based in Tulsa. It manages $38.11 million of regulatory assets for 98 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Oklahoma.

The StoLPer Company LLC Dba StoLPer Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The StoLPer Company LLC Dba StoLPer Asset Management: assets under management

The assets under management (AUM) of The StoLPer Company LLC Dba StoLPer Asset Management is $38.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.83 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The StoLPer Company LLC Dba StoLPer Asset Management for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The StoLPer Company LLC Dba StoLPer Asset Management

Jon David Stolper has been acting as President since 1 Feb 1998. Angela Cochran Stolper joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jon David Stolper	President	1 Feb 1998	50% - 75%	1273542
Angela Cochran Stolper	Member	1 Feb 1998	25% - 50%	4863581
Sandra Leah Bullock	Chief compliance officer	1 Feb 1998	Other	2867260

Based in Tulsa

The principal office where The StoLPer Company LLC Dba StoLPer Asset Management performs its advisory services is located at 1924 S Utica Ave Ste 805, Tulsa, OK 74104 6516, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-745-6060 or by fax 918-745-6583. The normal business hours are 7:30 a.m. - 4:45 p.m. on Monday - Friday. You can find more information about the New York firm at www.stolperassetmanagement.com.