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Stamos and Stamos
Stamos and Stamos, Certified Public Accountants, Inc. is a state-registered investment adviser in Orange, CA. The firm has 2 employees and 1 investment...
Stamos and Stamos
Stamos and Stamos, Certified Public Accountants, Inc. is a state-registered investment adviser in Orange, CA. The firm has 2 employees and 1 investment adviser. It is based in Orange, CA.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Who leads Stamos and Stamos, and how is investment authority delegated?
The firm's leadership and investment committee structure are not a matter of public record. In similarly structured CPA-advisory hybrids, a partner or managing director with a personal financial planning designation often oversees investment recommendations, while client-facing CPAs execute tax and estate work.
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