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Products & Services
About Stifel Access
This profile covers Stifel Access, a company classified under Portfolio Management and Investment Advice, based in San Juan Capistrano, California, United States, operating in Financial Services, employing 11-20 people and reporting $1M-$5M in annual revenue.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Stifel Access is one of 455,764 Financial companies listed in California.
Business Contact Information
- Phone
- +1 (949) 2340326
- Website
- ammwealthadvisorygroup.com
- Address
- 30448 Rancho Viejo Rd, San Juan Capistrano, California, 92675, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 16 (11-20)
- Annual Revenue
- $3.2M ($1M-$5M)
Stifel Access: frequently asked questions
What does Stifel Access do?
This profile covers Stifel Access, a company classified under Portfolio Management and Investment Advice, based in San Juan Capistrano, California, United States, operating in Financial Services, employing 11-20 people and reporting $1M-$5M in annual revenue.
Where is Stifel Access located?
Stifel Access is headquartered at 30448 Rancho Viejo Rd, San Juan Capistrano, California, 92675, United States.
How many employees does Stifel Access have?
Stifel Access has about 16 employees (the 11-20 range).
What is Stifel Access's annual revenue?
Stifel Access's annual revenue is estimated at $3.2M (the $1M-$5M range).
What industry is Stifel Access in?
Stifel Access is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Stifel Access?
Its website is ammwealthadvisorygroup.com and its phone number is +1 (949) 2340326.
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Manufacturing sales in California, 2026
In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.
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