Overview
Assets Under Management: $307 million
Headquarters: CHANDLER, AZ
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 946
Discretionary Accounts: 798
Non-Discretionary Accounts: 148
Regulatory Filings
CRD Number: 311404
Last Filing Date: 2025-01-24 00:00:00
Website: https://stonecrestwealth.com