Overview
Assets Under Management: $134 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 54
Average Client Assets: $2.2 million
Frequently Asked Questions
STOWE FINANCIAL PLANNING, L.L.C. 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 #116084), STOWE FINANCIAL PLANNING, L.L.C. is subject to fiduciary duty under federal law.
STOWE FINANCIAL PLANNING, L.L.C. is headquartered in PLANO, TX.
STOWE FINANCIAL PLANNING, L.L.C. serves 54 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, STOWE FINANCIAL PLANNING, L.L.C. offers financial planning and portfolio management for individuals. View all service details ↓
STOWE FINANCIAL PLANNING, L.L.C. manages $134 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, STOWE FINANCIAL PLANNING, L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.80%
Average Client Assets: $2.2 million
Total Client Accounts: 300
Non-Discretionary Accounts: 300
Regulatory Filings
CRD Number: 116084
Filing ID: 1742016
Last Filing Date: 2023-03-30 11:44:00