Overview
Assets Under Management: $794 million
Headquarters: NORTHVILLE, MI
High-Net-Worth Clients: 209
Average Client Assets: $3 million
Frequently Asked Questions
STONEBROOK PRIVATE 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 #325434), STONEBROOK PRIVATE LLC is subject to fiduciary duty under federal law.
STONEBROOK PRIVATE LLC is headquartered in NORTHVILLE, MI.
STONEBROOK PRIVATE LLC serves 209 high-net-worth clients according to their SEC filing dated May 22, 2025. View client details ↓
According to their SEC Form ADV, STONEBROOK PRIVATE LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STONEBROOK PRIVATE LLC manages $794 million in client assets according to their SEC filing dated May 22, 2025.
According to their SEC Form ADV, STONEBROOK PRIVATE 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: 209
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.63
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,848
Discretionary Accounts: 3,823
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 325434
Filing ID: 1992501
Last Filing Date: 2025-05-22 11:14:00
Website: https://dinsmorecomplianceservices.com