R. Brendt
Stallings
Togwotee Cio
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About this Advisor
R. Brendt Stallings is a financial advisor based out of Beverly Hills, California, with a total of 2 years of relevant experience. Stallings is an employee of Togwotee Cio. Over the course of their career, Stallings has held roles at Togwotee Cio, LLC, Doubleline Group, Lp and Doubleline Equities, Lp. Stallings holds a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in California. Togwotee Cio is an advisory business with a branch in Beverly Hills, California. It administers $120 million in total assets across its 13 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Togwotee Cio offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually are based on which services the firm provides the client. However, fees billed by Togwotee Cio can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Togwotee Cio Brokerage Details
$120,169,588
1
13
$9,243,814
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
R. Brendt Stallings Work History
R. Brendt has been registered as a financial advisor for 2 years.*
Togwotee Cio, LLC
Doubleline Group, Lp
Doubleline Equities, Lp
*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 R. Brendt Stallings 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 Togwotee Cio
Beverly Hills, CA
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