Stanford Group Company is a large advisory firm based in Houston. It manages $3.05 billion of regulatory assets for 7,743 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Stanford Group Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stanford Group Company is $3.05 billion. The firm's AUM has grown by 4307% 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 Stanford Group Company for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Jay Thomas Comeaux has been acting as President since 1 Mar 1996. Ralph Steven Janvey joined the executive team most recently as the Receiver Only Not Cco / Chief Compliance Officer.
The principal office where Stanford Group Company performs its advisory services is located at 16000 Barkers Point Ln, Suite 145, Houston, TX 77079 The mailing address of the firm is 1029 State Hwy 6 North, Suite 650 #272, Houston, TX 77079. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-964-6301 or by fax 281-368-2054. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.stanfordgroup.com.