Stevens First Principles Investment Advisors
Legal Name: STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS
Full Contact Details
Stevens First Principles Investment Advisors
4100 NEWPORT PLACE DR., SUITE 250, NEWPORT BEACH, CA
949-251-9333
949-251-9334
Other Info
Stevens First Principles Investment Advisors, a CA Corporation, employs 4 people, with 1 serving in an advisory role. The firm has a small client base of 2 and has been approved by the SEC since May 29, 1986.
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Direct Owners
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HUGH A. YAMSHON
SECRETARY owns less than 5%
-
STEVEN YAMSHON
PRESIDENT/CHIEF FINANCIAL OFFICER owns 75% or more
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STEVEN YAMSHON
CHIEF COMPLIANCE OFFICER owns 75% or more
Prime Brokers
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FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
United States -
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
United States
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