Overview
Assets Under Management: $155 million
Headquarters: HIGGANUM, CT
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
SPURSTONE ADVISORY SERVICES, 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 #284158), SPURSTONE ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
SPURSTONE ADVISORY SERVICES, LLC is headquartered in HIGGANUM, CT.
SPURSTONE ADVISORY SERVICES, LLC serves 47 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, SPURSTONE ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SPURSTONE ADVISORY SERVICES, LLC manages $155 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, SPURSTONE ADVISORY SERVICES, 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: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 443
Discretionary Accounts: 443
Regulatory Filings
CRD Number: 284158
Last Filing Date: 2025-02-07 00:00:00
Website: https://spurstone.com