Overview
Assets Under Management: $161 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 35
Average Client Assets: $2.7 million
Frequently Asked Questions
STONE ASSET MANAGEMENT, 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 #132202), STONE ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
STONE ASSET MANAGEMENT, INC. is headquartered in AUSTIN, TX.
STONE ASSET MANAGEMENT, INC. serves 35 high-net-worth clients according to their SEC filing dated October 05, 2018. View client details ↓
According to their SEC Form ADV, STONE ASSET MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
STONE ASSET MANAGEMENT, INC. manages $161 million in client assets according to their SEC filing dated October 05, 2018.
According to their SEC Form ADV, STONE ASSET MANAGEMENT, 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: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.13%
Average Client Assets: $2.7 million
Total Client Accounts: 524
Discretionary Accounts: 523
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 132202
Filing ID: 1243565
Last Filing Date: 2018-10-05 15:02:00