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Building 2STANSBERRY ASSET MANAGEMENT, LLC

Map pinWESTLAKE, TX
Phone646-854-4370
NotebookSEC #801-107061
Total AUM
$1.3B
Employees
34
Clients
996

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 SOLANA BOULEVARD
BUILDING 8 SUITE 8100
WESTLAKE
TX 76262
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
646-854-4370
Other Offices
3

ReceiptFinancials

Total AUM
$1.3B
Accounts
3,714
Discretionary
$1.3B
Accounts
3,714
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
396
AUM
$244.8M
HNW Individual Clients
579
AUM
$1B
Pension/Profit Sharing Plan Clients
11
AUM
$14.1M
Charitable Organization Clients
7
AUM
$3.2M
Corporation or Business Clients
3
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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