Overview

Assets Under Management: $2.5 billion
Headquarters: WATKINSVILLE, GA
High-Net-Worth Clients: 13
Average Client Assets: $94 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.26
Average High-Net-Worth Client Assets: $94 million
Total Client Accounts: 47,926
Discretionary Accounts: 47,926

Regulatory Filings

CRD Number: 112608
Filing ID: 1947141
Last Filing Date: 2025-03-10 10:31:00
Website: https://stadionmoney.com