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Sean Patrick Stannard-stockton

Ensemble Capital Management, LLC

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About Sean Patrick Stannard-stockton

Sean Patrick Stannard-stockton is a Chartered Financial Analyst and is registered as an Investment Advisor Representative with Ensemble Capital Management, LLC. Sean Patrick Stannard-stockton is based in San Francisco, CA. Sean Patrick Stannard-stockton has been in the financial industry since January 2004. Sean Patrick Stannard-stockton has specialized in providing financial planning and portfolio management services to individuals, businesses, and investment companies. Ensemble Capital Management, LLC is a registered investment advisor based in San Francisco, CA. The firm provides a variety of investment advisory services, including financial planning, portfolio management, and investment management for pooled investment vehicles. The firm has a history of providing investment advice to a wide range of clients, including individuals, families, businesses, institutions, and trusts.

Firm Information

Sean Stannard-stockton is currently registered with Ensemble Capital Management, LLC. Ensemble Capital Management, LLC is a San Francisco, CA based investment advisor with a focus on value investing. The firm manages approximately $1.7 billion in assets for a variety of clients, including high net worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services.
Ensemble Capital Management, LLC

555 MISSION ST

SAN FRANCISCO, CA 94105

$1.66B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Stannard-stockton’s Registration & Firm History

CA

01/29/2024 - Present

Ensemble Capital Management, LLC (SAN FRANCISCO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Patrick Stannard-stockton.
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