STOLPER & COMPANY
Legal name: STOLPER & CO., INC.
CRD #6911 SEC #801-11646 SAN DIEGO, CA 619-231-9102
SEC Registered
Total AUM
$585.2M
Discretionary
$466.3M
Employees
3
Clients
0
Accounts
184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $585.2M | $466.3M | $118.9M | 3 | 0 |
| Sep 2024 | $615.6M | $308.8M | $306.9M | 3 | 0 |
| Sep 2024 | $615.6M | $308.8M | $306.9M | 3 | 0 |
| Mar 2024 | $615.6M | $308.8M | $306.9M | 4 | 0 |
| Mar 2023 | $580.9M | $261.3M | $319.6M | 3 | 0 |
| May 2022 | $748.4M | $340.5M | $407.9M | 3 | 0 |
| Mar 2022 | $748.4M | $340.5M | $407.9M | 3 | 0 |
| Mar 2021 | $676.7M | $314.2M | $362.5M | 3 | 0 |
| Jun 2020 | $615.5M | $311.7M | $303.8M | 3 | 0 |
| Feb 2020 | $615.5M | $311.7M | $303.8M | 3 | 0 |
| Feb 2019 | $533.1M | $252M | $281.2M | 3 | 0 |
| Oct 2018 | $604.3M | $291.9M | $312.4M | 3 | 0 |
| Feb 2018 | $604.3M | $291.9M | $312.4M | 3 | 0 |
| Feb 2017 | $542.7M | $258.4M | $284.3M | 4 | 100 |
| Feb 2016 | $520.1M | $231.1M | $289M | 4 | 100 |
| Aug 2015 | $640.2M | $277.5M | $362.7M | 4 | 100 |
| Feb 2015 | $640.2M | $277.5M | $362.7M | 4 | 100 |
| Feb 2015 | $640.2M | $277.5M | $362.7M | 4 | 100 |
| Feb 2014 | $638.3M | $282.6M | $355.7M | 4 | 100 |
| Mar 2013 | $668.1M | $222.6M | $445.5M | 5 | 200 |
| Jun 2012 | $684.8M | $123M | $561.8M | 1 | 110 |
| Mar 2012 | $684.8M | $123M | $561.8M | 1 | 110 |
| Sep 2011 | $1.7B | $298.7M | $1.4B | 5 | -- |
| Feb 2011 | $1.7B | $298.7M | $1.4B | 5 | -- |
| Dec 2010 | $1.6B | $287.8M | $1.3B | 5 | -- |
| Feb 2010 | $1.6B | $287.8M | $1.3B | 5 | -- |
| Mar 2009 | $344.2M | $283.6M | $60.6M | 5 | -- |
| Jan 2008 | $2.5B | $161.6M | $2.4B | 5 | -- |
| Jan 2008 | $2.5B | $161.6M | $2.4B | 5 | -- |
| Mar 2007 | $2.5B | $149.3M | $2.4B | 5 | -- |
| Aug 2004 | $2.1B | $156.6M | $1.9B | 5 | -- |
| Apr 2002 | $305.1M | $101.7M | $203.5M | 5 | -- |
| Apr 2002 | $305.1M | $101.7M | $203.5M | 5 | -- |
DateMar 2025
Total AUM$585.2M
Discretionary$466.3M
Non-Disc.$118.9M
Employees3
Clients0
DateSep 2024
Total AUM$615.6M
Discretionary$308.8M
Non-Disc.$306.9M
Employees3
Clients0
DateSep 2024
Total AUM$615.6M
Discretionary$308.8M
Non-Disc.$306.9M
Employees3
Clients0
DateMar 2024
Total AUM$615.6M
Discretionary$308.8M
Non-Disc.$306.9M
Employees4
Clients0
DateMar 2023
Total AUM$580.9M
Discretionary$261.3M
Non-Disc.$319.6M
Employees3
Clients0
DateMay 2022
Total AUM$748.4M
Discretionary$340.5M
Non-Disc.$407.9M
Employees3
Clients0
DateMar 2022
Total AUM$748.4M
Discretionary$340.5M
Non-Disc.$407.9M
Employees3
Clients0
DateMar 2021
Total AUM$676.7M
Discretionary$314.2M
Non-Disc.$362.5M
Employees3
Clients0
DateJun 2020
Total AUM$615.5M
Discretionary$311.7M
Non-Disc.$303.8M
Employees3
Clients0
DateFeb 2020
Total AUM$615.5M
Discretionary$311.7M
Non-Disc.$303.8M
Employees3
Clients0
DateFeb 2019
Total AUM$533.1M
Discretionary$252M
Non-Disc.$281.2M
Employees3
Clients0
DateOct 2018
Total AUM$604.3M
Discretionary$291.9M
Non-Disc.$312.4M
Employees3
Clients0
DateFeb 2018
Total AUM$604.3M
Discretionary$291.9M
Non-Disc.$312.4M
Employees3
Clients0
DateFeb 2017
Total AUM$542.7M
Discretionary$258.4M
Non-Disc.$284.3M
Employees4
Clients100
DateFeb 2016
Total AUM$520.1M
Discretionary$231.1M
Non-Disc.$289M
Employees4
Clients100
DateAug 2015
Total AUM$640.2M
Discretionary$277.5M
Non-Disc.$362.7M
Employees4
Clients100
DateFeb 2015
Total AUM$640.2M
Discretionary$277.5M
Non-Disc.$362.7M
Employees4
Clients100
DateFeb 2015
Total AUM$640.2M
Discretionary$277.5M
Non-Disc.$362.7M
Employees4
Clients100
DateFeb 2014
Total AUM$638.3M
Discretionary$282.6M
Non-Disc.$355.7M
Employees4
Clients100
DateMar 2013
Total AUM$668.1M
Discretionary$222.6M
Non-Disc.$445.5M
Employees5
Clients200
DateJun 2012
Total AUM$684.8M
Discretionary$123M
Non-Disc.$561.8M
Employees1
Clients110
DateMar 2012
Total AUM$684.8M
Discretionary$123M
Non-Disc.$561.8M
Employees1
Clients110
DateSep 2011
Total AUM$1.7B
Discretionary$298.7M
Non-Disc.$1.4B
Employees5
Clients--
DateFeb 2011
Total AUM$1.7B
Discretionary$298.7M
Non-Disc.$1.4B
Employees5
Clients--
DateDec 2010
Total AUM$1.6B
Discretionary$287.8M
Non-Disc.$1.3B
Employees5
Clients--
DateFeb 2010
Total AUM$1.6B
Discretionary$287.8M
Non-Disc.$1.3B
Employees5
Clients--
DateMar 2009
Total AUM$344.2M
Discretionary$283.6M
Non-Disc.$60.6M
Employees5
Clients--
DateJan 2008
Total AUM$2.5B
Discretionary$161.6M
Non-Disc.$2.4B
Employees5
Clients--
DateJan 2008
Total AUM$2.5B
Discretionary$161.6M
Non-Disc.$2.4B
Employees5
Clients--
DateMar 2007
Total AUM$2.5B
Discretionary$149.3M
Non-Disc.$2.4B
Employees5
Clients--
DateAug 2004
Total AUM$2.1B
Discretionary$156.6M
Non-Disc.$1.9B
Employees5
Clients--
DateApr 2002
Total AUM$305.1M
Discretionary$101.7M
Non-Disc.$203.5M
Employees5
Clients--
DateApr 2002
Total AUM$305.1M
Discretionary$101.7M
Non-Disc.$203.5M
Employees5
Clients--