The StoLPer Company L.L.C. (Tulsa)
The StoLPer Company L.L.C. is a large advisory firm based in Tulsa. It manages $166.52 million of regulatory assets for 289 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Louisiana, Oklahoma, and Texas.
The StoLPer Company L.L.C provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. 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 L.L.C: assets under management
The assets under management (AUM) of The StoLPer Company L.L.C. is $166.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 89% of the total AUM. The second-largest asset type is investment and business development companies, which make up 6% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay The StoLPer Company L.L.C. 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.
What kind of clients The StoLPer Company L.L.C serves?
The firm provides services to individuals and high net worth individuals. The largest group of clients of The StoLPer Company L.L.C is high net worth individuals with 48 clients and $122.3 million of assets under management. Among the 8 most similar advisory firms, The StoLPer Company L.L.C has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $166.52 million for 162 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The StoLPer Company L.L.C doesn't advise any private funds.
Careers at The StoLPer Company L.L.C.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Tulsa
The principal office where The StoLPer Company L.L.C. 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 stolperassetmanagement.com.
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