Managing Director · IIC
Paul R. Stephens
CRD 2220491 · Named on Form ADV at one SEC-registered adviser
At a glance
IIC, an SEC-registered asset manager based in Bloomfield Hills, MI with $125 million in regulatory assets, lists Paul R. Stephens on its Form ADV as Managing Director.
Firms and roles
- IICManaging DirectorAsset manager · Bloomfield Hills, MI · $125M in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael W. KozemchakChief Compliance Officer/president, IIC
- Gregory T. CimminoManaging Director, IIC
- Antonio A. CioccaManaging Director, IIC
- Lewis M. RoweManaging Director, IIC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.