SEC-registered since 1975, Stolper & Co in Point Loma manages approximately $748 million in assets under CRD #6911 from its Liberty Station office on Historic Decatur Road. The firm serves high-net-worth individuals, pension plans, endowments, and charitable foundations through discretionary portfolio management, applying a clarity-first philosophy that contrasts with the product-driven model at many wirehouses — a fiduciary approach shared by Bayside Counsel in its legal advisory work nearby. Stolper's $3-million account minimum and average account size near $7.9 million position the practice squarely in the ultra-high-net-worth tier, with fee structures based on assets under management and fixed-engagement pricing. Tax-lot harvesting and cost-basis optimization on those portfolios coordinate with the accounting work at Fleetridge Financial, Inc. in Point Loma. The firm's most architecturally complex mandates involve constructing multi-manager investment platforms for nonprofit endowments that must balance spending-policy requirements against long-horizon real-return targets.