Stearns Financial Services is an investment advisor in Greensboro with $1.44 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
593080009
SEC advisor number
801-39328
FINRA CRD number
106298
AUM ?
$1.44 bn
(as of 21 Jul 20)
Accounts
2,300
(as of 21 Jul 20)
Employees
30
(13 investment advisory or research)
Address
Stearns Financial Services
324 W. WENDOVER AVE., SUITE 204
GREENSBORO
NC 27408
324 W. WENDOVER AVE., SUITE 204
GREENSBORO
NC 27408
Office hours
Monday - Friday, 8:00 AM TO 5:00 PM
Phone
336-230-1811
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Stearns, Dennis, Gale | President, Director, Class a and Class B Shareholder | 07/1991 | 50-75% |
Stearns, Pamela | Secretary, CFO, Director, Class a Shareholder | 07/2008 | 10-25% |
Thomas, John, Madison | Vice President, Director; Class a and Class B Shareholder | 01/2015 | 10-25% |
Joyce JR., James, Glenn | VP, Co-cio, CCO, Director, Class a and Class B Shareholder | 01/2015 | 5-10% |
Moddasser, Haleh | Senior Vice President and Financial Advisor, Director, Class a and Class B Shareholder | 01/2017 | < 5% |
Williams JR., Phillip, Edward | Co-cio, Global Strategist, Class a and Class B Shareholder | 06/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Oct 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
14 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19
13F-HR
Quarterly holdings report by institutional manager
14 Aug 19
13F-HR
Quarterly holdings report by institutional manager
15 May 19
13F-HR
Quarterly holdings report by institutional manager
14 Feb 19
13F-HR
Quarterly holdings report by institutional manager
14 Nov 18
13F-HR
Quarterly holdings report by institutional manager
10 Aug 18