Overview
Assets Under Management: $135 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 118
Average Client Assets: $859,544
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.99
Average High-Net-Worth Client Assets: $859,544
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 146765
Last Filing Date: 2025-01-02 00:00:00
Website: https://stoneislandfp.com