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Stocklin William James (Palo Alto)


Stocklin William James is a large advisory firm based in Palo Alto. It manages $97.61 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Stocklin William James provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stocklin William James: assets under management

The assets under management (AUM) of Stocklin William James is $97.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $97.61 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.39 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stocklin William James 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.

Based in Palo Alto

The principal office where Stocklin William James performs its advisory services is located at 827 E Meadow Dr, Palo Alto, CA 94303, 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 650-888-2280 or by fax 650-566-0210. The normal business hours are 8:30am-4:30pm on Monday - Friday.


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