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Building 2STONECREST WEALTH MANAGEMENT, INC

Map pinCHANDLER, AZ
Phone(602) 258-9400
NotebookSEC #801-119878
Total AUM
$375.8M
Employees
4
Clients
386

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 S KYRENE ROAD
SUITE 4
CHANDLER
AZ 85226
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(602) 258-9400

ReceiptFinancials

Total AUM
$375.8M
Accounts
1,083
Discretionary
$338.6M
Accounts
925
Non-Discretionary
$37.2M
Accounts
158

ContactClients

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Individual Clients
274
AUM
$89.2M
HNW Individual Clients
111
AUM
$283.6M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGALATXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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