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Building 2STONE SUMMIT WEALTH LLC

Map pin
Phone305-491-9396
NotebookSEC #801-123157
Total AUM
$443.6M
Employees
3
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
305-491-9396

ReceiptFinancials

Total AUM
$443.6M
Accounts
231
Discretionary
$443.6M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$66.5M
HNW Individual Clients
150
AUM
$377.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNYTX

HandshakeAffiliates

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

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