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Building 2STONE ARCH WEALTH ADVISORS, LLC

Map pinCHESHIRE, CT
Phone(860) 835-2724
NotebookSEC #801-108142
Total AUM
$48.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1781 HIGHLAND AVENUE
SUITE 208
CHESHIRE
CT 06410
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(860) 835-2724

ReceiptFinancials

Total AUM
$48.2M
Accounts
169
Discretionary
$48.2M
Accounts
169
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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