Stolper is an investment advisor in Tulsa with $238.52 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
731538256
SEC advisor number
801-79338
FINRA CRD number
132962
AUM ?
$238.52 mm
(as of 15 May 23)
Accounts
338
(as of 15 May 23)
Employees
2
(2 investment advisory or research)
Address
Stolper
1924 S UTICA AVE STE 805
TULSA
OK 74104
1924 S UTICA AVE STE 805
TULSA
OK 74104
Office hours
Monday - Friday, 7:30 A.M. - 4:45 P.M.
Phone
9187456060
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Stolper, Jon, David | President, Chief Compliance Officer | 02/1998 | 50-75% |
Stolper, Angela, Cochran | Member | 02/1998 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
11 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
8 Apr 22