Overview
Assets Under Management: $131 million
Headquarters: KINNELON, NJ
High-Net-Worth Clients: 25
Average Client Assets: $3.2 million
Frequently Asked Questions
STAWNYCHY FINANCIAL SERVICES, INC. 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 #128859), STAWNYCHY FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
STAWNYCHY FINANCIAL SERVICES, INC. is headquartered in KINNELON, NJ.
STAWNYCHY FINANCIAL SERVICES, INC. serves 25 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, STAWNYCHY FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STAWNYCHY FINANCIAL SERVICES, INC. manages $131 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, STAWNYCHY FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.28%
Average Client Assets: $3.2 million
Total Client Accounts: 306
Discretionary Accounts: 304
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 128859
Filing ID: 2086974
Last Filing Date: 2026-03-30 11:49:42