Overview
Assets Under Management: $553 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 127
Average Client Assets: $3.7 million
Frequently Asked Questions
STONNINGTON GROUP, 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 #131221), STONNINGTON GROUP, LLC is subject to fiduciary duty under federal law.
STONNINGTON GROUP, LLC is headquartered in PASADENA, CA.
STONNINGTON GROUP, LLC serves 127 high-net-worth clients according to their SEC filing dated June 06, 2023. View client details ↓
According to their SEC Form ADV, STONNINGTON GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STONNINGTON GROUP, LLC manages $553 million in client assets according to their SEC filing dated June 06, 2023.
According to their SEC Form ADV, STONNINGTON GROUP, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.89%
Average Client Assets: $3.7 million
Total Client Accounts: 576
Discretionary Accounts: 471
Non-Discretionary Accounts: 105
Regulatory Filings
CRD Number: 131221
Filing ID: 1765627
Last Filing Date: 2023-06-06 19:33:00