Overview
Assets Under Management: $126 million
Headquarters: LARCHMONT, NY
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
HEYDORN STONE CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125903), HEYDORN STONE CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
HEYDORN STONE CAPITAL MANAGEMENT LLC is headquartered in LARCHMONT, NY.
HEYDORN STONE CAPITAL MANAGEMENT LLC serves 58 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, HEYDORN STONE CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HEYDORN STONE CAPITAL MANAGEMENT LLC manages $126 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, HEYDORN STONE CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 341
Discretionary Accounts: 295
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 125903
Last Filing Date: 2025-01-15 00:00:00
Website: https://heydornstone.com