Overview
Assets Under Management: $155 million
Headquarters: HIGGANUM, CT
High-Net-Worth Clients: 47
Average Client Assets: $3 million
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