Overview
Assets Under Management: $236 million
Headquarters: WEST CHESTER, PA
High-Net-Worth Clients: 56
Average Client Assets: $2 million
Frequently Asked Questions
STONECROP WEALTH ADVISORS, 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 #306486), STONECROP WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
STONECROP WEALTH ADVISORS, LLC is headquartered in WEST CHESTER, PA.
STONECROP WEALTH ADVISORS, LLC serves 56 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, STONECROP WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
STONECROP WEALTH ADVISORS, LLC manages $236 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, STONECROP WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 772
Discretionary Accounts: 768
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 306486
Last Filing Date: 2024-03-25 00:00:00
Website: https://tru-ind.com