Overview
Assets Under Management: $148 million
Headquarters: CEDAR RAPIDS, IA
High-Net-Worth Clients: 1
Average Client Assets: $105 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.95
Average High-Net-Worth Client Assets: $105 million
Total Client Accounts: 330
Discretionary Accounts: 330
Regulatory Filings
CRD Number: 113802
Filing ID: 2007783
Last Filing Date: 2025-08-05 11:00:00
Website: https://www.stonefieldinvestments.com