A complete list of active advisors currently associated with Stamberger Capital Management, LLC
Warmer can help you find a great advisor at Stamberger Capital Management, LLC or one who fits your needs even better.
Stamberger Capital Management provides investment advisory and financial planning services to individuals and small organizations as described in its Form ADV Part 2 brochure. The brochure identifies portfolio management as the firm's primary offering and indicates it charges asset-based (percentage-of-AUM) fees for those services. The firm describes a goals-oriented, long-term portfolio management approach with periodic account reviews and documentation of risks in its ADV. The brochure also addresses custodial arrangements and includes sections on investment discretion and voting client securities, indicating these operational elements are part of how the firm manages client accounts. What is distinctive is the firm's scale relative to its client roster: it reports approximately $76.8 million in assets under management across 21 clients, which implies materially larger average account sizes than many independent peers. The ADV also shows the firm operates from two offices despite serving a small number of clients, a structure that shapes its client service model.
To learn more about the advisors currently working at Stamberger Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Palm Beach Gardens, FL
| 17
|
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