Overview
Assets Under Management: $167 million
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
THE STANICH 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 #282447), THE STANICH GROUP LLC is subject to fiduciary duty under federal law.
THE STANICH GROUP LLC serves 47 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, THE STANICH GROUP LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
THE STANICH GROUP LLC manages $167 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, THE STANICH GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 605
Discretionary Accounts: 605
Regulatory Filings
CRD Number: 282447
Last Filing Date: 2025-03-03 00:00:00
Website: https://cultivatingwealth.com