Joshua
Stumpf
Stumpf Capital Management LLC
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About this Advisor
Joshua Stumpf is a financial advisor working out of Scottsdale, Arizona. Stumpf is an employee of Stumpf Capital Management LLC. Throughout their career, Stumpf has worked at Bank Of America Merrill Lynch, Jp Morgan Chase, Blabwire Media LLC, Stumpf Capital Management, Jpmorgan Chase Bank Na and J.P. Morgan Securities LLC. Stumpf has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Stumpf Capital Management LLC is an advisory company with a branch in Scottsdale, Arizona. It oversees $113 million in assets under management across its six client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its six customer accounts, 50% are associated with high-net-worth investors who have more than $1 million in assets. Stumpf Capital Management LLC has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely are based on which services the firm provides the client. Fee types charged by Stumpf Capital Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stumpf Capital Management LLC Brokerage Details
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$113,088,547
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1
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6
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$18,848,091
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joshua Stumpf Work History
Joshua has been registered as a financial advisor for 0 years.*
Stumpf Capital Management
Jpmorgan Chase Bank Na
J.P. Morgan Securities LLC
Bank Of America Merrill Lynch
Blabwire Media LLC
Jp Morgan Chase
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Stumpf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stumpf Capital Management LLC
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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