STEPHENS CONSULTING, LLC
  • STEPHENS CONSULTING, LLC
  • PEARL PLANNING
  • STEPHENS WEALTH MANAGEMENT GROUP

Adviser Profile

As of Date 04/02/2026
Registration status Terminated
ADV Location FLINT, MI, United States
Contact Info 810 xxxxxxx
AUM* 5,312,707 -99%
of that, discretionary 5,312,707 -99%
Number of Employees 1 -95%
of those in investment advisory functions 1 -92%
Private Fund GAV* 0
Avg Account Size 590,301 85%
% High Net Worth < 0.01% -100%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

915M 784M 653M 523M 392M 261M 131M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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