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Stevens First Principles Investment Advisors

Stevens First Principles Investment Advisors

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $281.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 507
      Accounts
    • $554.3K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1

name start date
Steven Yamshon
March 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Jung Novikoff Stevens LLP -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Steven Yamshon Chief Compliance Officer September, 2004 75% or more
      Hugh A. Yamshon Secretary April, 1991 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees