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STANCE CAPITAL LLC
BOSTON, MA
617-875-1062
SEC #801-120103Total AUM
$354.2M
Employees
5Clients
45Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
131 DARTMOUTH STREET
3RD FLOOR
BOSTON
MA 02116
United States
3RD FLOOR
BOSTON
MA 02116
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
617-875-1062
Other Offices
1
Financials
Total AUM
$354.2M
Accounts
102Discretionary
$265.1M
Accounts
91Non-Discretionary
$89.1M
Accounts
11
Clients
Individual Clients
11AUM
$2.2M
HNW Individual Clients
14AUM
$15.6M
Investment Company Clients
2AUM
$230.3M
Pension/Profit Sharing Plan Clients
9AUM
$97M
Charitable Organization Clients
2AUM
$2.3M
Investment Advisor Clients
6AUM
$6.8M
Corporation or Business Clients
1AUM
$1.1K
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
RESEARCH
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DCMAMDNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.