Mok Stanley Quion is an adviser based in Los Altos. It manages $45.42 million of regulatory assets for 152 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Nevada.
Mok Stanley Quion provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mok Stanley Quion is $45.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mok Stanley Quion for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Mok Stanley Quion performs its advisory services is located at 4962 El Camino Real, Ste 235, Los Altos, CA 94022 1456, 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 650-318-8077 or by fax 650-318-8070. The normal business hours are 10:00 am - 3:30 pm on Monday - Friday.