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Charles Stephen and Co

Name: Charles Stephen and Co
Address: 5951 Jefferson St NE, Albuquerque, NM, 87109-3450
Telephone: +15058840451
Price range: moderate

Unclaimed

0reviews

nightlyrefresh

Where they stand

Tracked in Albuquerque Financial Advising.

Gap to #1

Rating: Unrated/5 · Response rate: Tracking
Trust score: Tracking/100 · Profile score: 37/100
Market share: Tracking of Albuquerque market

People (talent graph)

Who runs this business.

7 employees estimated.

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Marketing intelligence

Where they spend to grow.

Ad channels detected from public campaign data. Spend estimates are directional.

Estimated monthly ad spend

Not detected

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Technology stack

What they run on.

Detected via public website scan, booking flows, and review response tooling.

Profile completeness37/100

Digital presence score0/100

Business profile

How they show up.

moderate

Specialties

ConsultationServiceMaintenanceSupportAssessment

Predicted events, 12 weeks

What happens next.

Forecasts based on review velocity, ad spend trajectory, and competitive positioning.

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Expected to hold #1 position

in ~6 weeks at current velocity

Confidence 72%

Review velocity trend: stable

Monitoring velocity

Confidence 65%

Market competition stable

Based on ad spend and new entrant signals

Confidence 58%

Capitalization events

Funding and financing history.

SBA loans, PPP, debt issuances sourced from SBA, SEC, and court filings.

Date	Event	Source
-	No capitalization events detected	SBA, SEC, court filings

Market context

Albuquerque Financial Advising market.

Businesses

Avg rating

Unrated

Data refresh

Nightly

See the full Financial Advising in Albuquerque market report.

Revenue intelligence

Revenue and operational signals.

Revenue band: under_100k

Est. team size

no_data

Growth signal

Distress score0/100 (low)

Succession risk20/100

Cite this profile

Ready-to-paste source block.

Copy the block below when asking an AI assistant to source Charles Stephen and Co. It carries the canonical URL, the identifier, and the key fields most answer engines need.

Source: Operator (https://operator.fyi/financialadvising/albuquerque/charles-stephen-and-co-92dbe2fb/)
Business: Charles Stephen and Co
Trade: Financial Advising
Location: Albuquerque, NM 87109-3450
Phone: +15058840451
Website: http://charlesstephen.com/contact-us
Data license: https://operator.fyi/terms/
Refreshed: nightly

Recent activity, 30 days

What changed.

Nightly

Data refreshed from public sources

Live

Data updated Apr 16, 2026

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