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Building 2STONE PINE FINANCIAL PARTNERS

Map pinMEDIA, PA
Phone610-565-9181
NotebookSEC #801-121762
Total AUM
$256.8M
Employees
5
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
208 W. FRONT ST
MEDIA
PA 19063
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
610-565-9181

ReceiptFinancials

Total AUM
$256.8M
Accounts
689
Discretionary
$256.8M
Accounts
689
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$32.6M
HNW Individual Clients
102
AUM
$224.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATX

HandshakeAffiliates

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

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