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Building 2STONE HOUSE INVESTMENT MANAGEMENT, LLC

Map pinTUNKHANNOCK, PA
Phone(570) 836-7020
NotebookSEC #801-106971
Total AUM
$841.7M
Employees
18
Clients
1,171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 WEST TIOGA STREET
TUNKHANNOCK
PA 18657
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(570) 836-7020
Other Offices
6

ReceiptFinancials

Total AUM
$841.7M
Accounts
2,833
Discretionary
$835.6M
Accounts
2,828
Non-Discretionary
$6M
Accounts
5

ContactClients

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Individual Clients
900
AUM
$322.1M
HNW Individual Clients
253
AUM
$506.6M
Charitable Organization Clients
2
AUM
$1.2M
Corporation or Business Clients
16
AUM
$11.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLKYMDMONCNYOHPASCTXVAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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